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 14157-A Instructions

If you’re the victim of return preparer misconduct, or if you suspect that your tax professional is has engaged in fraudulent activities, you don’t have to remain silent. This in-depth…

IRS Form 15109 Instructions

If you have served overseas in a combat zone or in support of contingency operations, the Internal Revenue Code allows certain tax breaks. Most military members are aware of the…

IRS Form 15109 Instructions

If you have served overseas in a combat zone or in support of contingency operations, the Internal Revenue Code allows certain tax breaks. Most military members are aware of the…

IRS Form 5498-SA Instructions

If you participate in a health savings account (HSA) or Archer medical savings account (Archer MSA), you may receive IRS Form 5498-SA each year. Although this tax form is not…

IRS Form 4768 Instructions

If you’re an executor of an estate who must file a federal estate tax return, it may take a long time to distribute the decedent’s taxable estate. In many cases,…

IRS Form 5695 Instructions

In late 2022, the Inflation Reduction Act created many significant changes intended to help businesses and individuals invest more money in clean, energy-efficient improvements. This includes extending the federal tax…

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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