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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

Managing the Risk of Outliving Your Money

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

Why Everyone Needs an Estate Strategy

Why Everyone Needs an Estate Strategy

Do you have an estate strategy? You should.

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

 

5 Benefits of Working in Retirement

Here are 5 reasons why you may consider working through retirement.

A Primer on Dividends

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

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Understanding Homeowners Insurance

Purchasing homeowners insurance is critical for protecting your home.

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

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Long-Term-Care Needs

Estimate potential long-term care costs and what coverage may help address them.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

My Retirement Savings

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

Wedding Budget Calculator

Estimate total wedding costs and see how different choices affect your overall budget.

Simple 401k

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

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The Cost of Procrastination

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

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Safeguard Your Digital Estate

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

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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