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
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Separating the Signal From the Noise
A good professional provides important guidance and insight through the years.
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
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Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
College Savings
See how much you may need to save now to cover future college costs for your child.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.