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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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Helpful Content

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

 

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

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.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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What's Your MPG?

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

IRA Income

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

Social Security Tax Estimator

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

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Federal Capital Gains Tax Estimator

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

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

Social Security: By the Numbers

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

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Junk Drawer Approach to Investing

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

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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