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 Schedule 2 Instructions

After Congress passed the Tax Cuts and Jobs Act into federal law in 2017, the Internal Revenue Service created several new schedules to help taxpayers filing their individual tax return….

IRS Schedule 1 Instructions

In 2018, the Internal Revenue Service created an additional form known as IRS Schedule 1, partially due to changes created by the Tax Cuts and Jobs Act. Schedule 1 is…

IRS Schedule 1-A Instructions

As a result of the One Big Beautiful Bill Act, the Internal Revenue Service created a new tax form to track the new deductions passed into law. This new form,…

IRS Form 8958 Instructions

If you live in a community property state, or are a registered domestic partner, and you file separate tax returns, then you may need to file IRS Form 8958, Allocation…

IRS Form W-4S Instructions

If you are expecting to receive a significant amount of sick pay from your employer, it might be a good idea to complete IRS Form W-4S, Request for Federal Income…

IRS Form W-4 Instructions

In 2020, as part of the Tax Cuts and Jobs Act, the Internal Revenue Service made major changes to IRS Form W-4, Employee’s Withholding Certificate. These changes are meant to…

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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