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.

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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.

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Latest Personal finance Articles

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

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IRS Form 8908 Instructions

In 2022, the federal government passed the Inflation Reduction Act, which extended the energy efficient home credit to cover qualified new energy efficient homes sold or leased after 2021 and…

IRS Form 8911 Instructions

In late 2022, the federal government passed the bipartisan Inflation Reduction Act, which provided tax incentives for taxpayers who invest in certain clean energy projects. One of those incentives is…

IRS Form 8865 Instructions

If you are a United States person participating in certain foreign partnerships, the federal government may require you to report information about your foreign financial assets to the Internal Revenue…

IRS Form 1095-B Instructions

If you received health coverage from your employer or from a government source, such as Medicare Part A & B, TRICARE or VA health care, you might receive IRS Form 1095-B…

IRS Form 12277 Instructions

If you’ve received a notice of federal tax lien (NFTL), the IRS generally expects you to satisfy your outstanding tax debt before releasing the lien. However, you might be able…

IRS Form 12203 Instructions

If you’ve recently received an audit letter from the Internal Revenue Service, and you don’t agree with the IRS auditor decision, you can bring your tax disputes to the IRS…

Social Security

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

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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.

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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.

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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.

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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.

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