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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. 



 The 2025 Tax Filing Season is Here!   

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Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Saving Early & Letting Time Work for You

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.

The Many Ways to Measure Inflation

The Many Ways to Measure Inflation

Different inflation indexes may tell different stories. Here's what that could mean for you.

 

6 Habits to Help Preserve and Encourage Generational Wealth

Six essential financial habits to protect wealth and create a legacy that lasts for generations.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Prepare for Unexpected Expenses in Retirement

Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.

Could the Right Firm Culture Elevate You?

Joining the right team culture can help you grow and thrive.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

Taxable vs. Tax-Deferred Savings

Compare how the same contribution grows differently in taxable versus tax-deferred accounts.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

IRA Income

Estimate the potential monthly income your IRA balance could generate in retirement.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Rent vs Buy Calculator

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

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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.

Retirement and Quality of Life

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

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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