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

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Spend Purposefully Without Derailing Your Progress

Spend Purposefully Without Derailing Your Progress

Simple systems can help you spend with purpose year-round, without relying on constant willpower to stay on track.

 

Building a Practice That Evolves

Financial guidance is evolving, presenting new opportunities for growth and innovation. Unlock new opportunities!

Retiring Earlier Than Expected? What To Know

Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

View all articles arrow

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

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Assess Your Life Insurance Needs

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

What's Your MPG?

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

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

View all calculators arrow

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Surprise! You’ve Got Money!

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

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Stay Safe with a Business Owner's Policy

Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

View all videos arrow