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Site title: The Finance Buff - Like a Friend Telling You About Money

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2026 2027 Federal Income Tax Calculator for Retirees

A reader suggested that I release my tax calculator for retirees under a separate title because it has outgrown its original purpose.

I initially made a calculator only for the taxable portion of Social Security benefits. Many questions from ...


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Better Than Venmo and Zelle: Transfer Money with Push-Only ACH
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Which AI Calculates Taxes Correctly?
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AI Gives Better Answers Than Google
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A Simple Annual Financial Review Template

The start of a new year is a good time to recap the previous year and plan for the current and future years. My wife and I just did the annual financial review for our household. I’m sharing the template we use and where we get the data.

Net Worth

The total net worth represents all financial resources available at a point in time. We break it down into two ca...


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