Teach Me Personal Finance

My #1 goal is to make it easy to learn about personal finances.
I believe smart money decisions come from being informed about your choices.

Hi, I’m Forrest Baumhover

Learn More About Money, Tax planning, and Social Security

I’m a Certified Financial Planner, tax practitioner, retired Navy veteran, and writer. I love to write articles on financial topics that help everyday people learn more about money. I especially like exploring financial planning subjects that no one else has tackled before, writing about IRS tax forms, and helping people with financial questions they haven’t found the answers to.

More about me
Go to articles
Learn more about your finances here at Teach Me! Personal Finance, with Forrest Baumhover

Tax Planning

Tax planning is fundamental to financial planning. These articles outline how to achieve your financial goals without paying more taxes than you have to.

Load More

Latest Personal finance Articles

My most recent personal finance tips, tutorials, and tax walkthroughs.

Load More

IRS Form W-2G Instructions

If you won a significant amount from gambling activities, you might receive IRS Form W-2G, Certain Gambling Winnings, at the end of the tax year. In this article, we’ll walk…

IRS Form 8282 Instructions

If you donated high-value property to a tax-exempt organization, you might receive IRS Form 8282 when that organization sells or disposes of that property within 3 years of your donation….

IRS Form 673 Instructions

U.S. expats living overseas should be familiar with the tax benefits of excluding foreign earned income on their tax return. But did you know that you can use IRS Form…

IRS Form 8863 Instructions

In the United States, education credits can be one of the biggest tax benefits for many families. In this article, we’ll explore IRS Form 8863, Education Credits. Specifically, we’ll discuss:…

IRS Form W-3 Instructions

At the end of each tax year, employers issue IRS Form W-2 to each of their employees. They must also send Copy A of all W-2 forms to the Social…

IRS Form 4506-F Instructions

If you believe that your identity has been stolen and used to create a tax return with a fraudulent refund, you can request a copy of a fraudulent return from…

Social Security

Read these in-depth articles to learn more about how to make the most of your Social Security benefits.

Load More

Retirement Planning

Retirement planning is a fundamental part of the financial planning process. Learn about helpful and actionable insight on how to plan your retirement.

Load More

Estate Planning

Retirement planning is a fundamental part of the financial planning process. Learn about helpful and actionable insight on how to plan your retirement.

Load More

Divorce Planning

Retirement planning is a fundamental part of the financial planning process. Learn about helpful and actionable insight on how to plan your retirement.

Load More

Investment Planning

Retirement planning is a fundamental part of the financial planning process. Learn about helpful and actionable insight on how to plan your retirement.

Load More
Subscribe To Our
Personal Finance Newsletter

Join us Today!