Barnes Financial Services (BFS) is a financial services practice based in Indianapolis, Indiana. We have built a strong reputation for educating and assisting small businesses and individuals in pursuing their financial goals. BFS offers personalized Accounting, Tax & Investment Financial Services.
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Helpful Content
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Building a Practice That Evolves
Financial guidance is evolving, presenting new opportunities for growth and innovation. Unlock new opportunities!
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.