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 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…

IRS Form 1095-A instructions

If you participate in the health care exchange, then you should expect to receive a copy of IRS Form 1095-A, Health Insurance Marketplace Statement, during the following tax season. In…

IRS Form W-4R Instructions

In 2017, the Tax Cuts and Jobs Act introduced new withholding rules for taxpayers. As a result, in 2022 the Internal Revenue Service introduced IRS Form W-4R to help simplify…

IRS Form 8889 Instructions

Many employers offer health savings accounts (HSAs) to their employees as a tax-advantaged way to pay eligible medical expenses. However, it’s the employee’s responsibility to properly report their HSA contributions…

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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