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8935 N. Meridian Street
Suite 113
Indianapolis, IN 46260

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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. 



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White Elephant Inheritance

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This article deals with how one might deal with a burdensome inheritance.

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Estate Strategies of the Rich and Famous

The examples of famous celebrities underline the need for a clear estate strategy.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

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Estimate how much life insurance coverage may be appropriate for your situation.

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My Retirement Savings

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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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