Broker Check

8935 N. Meridian Street
Suite 113
Indianapolis, IN 46260

LinkedIn

Barnes Financial Services

(317) 663-8452

 
When Do You Need a Will? The Facts About Income Tax The Cost of Procrastination Retiring the 4% Rule


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. 



 The 2025 Tax Filing Season is Here!   

(Click Here) to Schedule Your Appointment Today






Helpful Content

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Glossary of Scam Terms

Glossary of Scam Terms

A helpful glossary of current scams.

 

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Managing Money as a Couple

Keys to preparing to grow wealthy together.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

View all articles arrow

Monthly Budget

Track your monthly income and expenses to get a clearer view of your cash flow.

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.

College Savings

See how much you may need to save now to cover future college costs for your child.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.

View all calculators arrow

Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.

View all videos arrow