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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What to Bring to a Tax Appointment

What to Bring to a Tax Appointment

For taxpayers who are used to preparing their own taxes, it can be intimidating to go to a tax professional’s office for the first time. The most daunting task is…
irs form 8854, initial and annual expatriation statement

IRS Form 8854 Instructions

If you’re a U.S. citizen who wishes to renounce their citizenship or a permanent U.S. resident who wishes to terminate their residency, you must meet certain tax reporting and payment…
irs form 4506-t, request for transcript of tax return

IRS Form 4506-T Instructions

If you are required to obtain tax information by an outside party, such as a college financial aid office or mortgage lender, you may be required to obtain copies of…
irs form 8960, net investment income tax-individuals, estates, and trusts

IRS Form 8960 Instructions

If your income is above a certain threshold, the Internal Revenue Service may require you to pay an additional tax, known as net investment income tax, on the excess earnings….
irs form 5695, residential energy credits

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 843, claim for refund and request for abatement

IRS Form 843 Instructions

In some situations, the federal government may collect more revenue than it’s otherwise entitled to. Other times, taxpayers may have made a mistake or have paid penalties, interest, or additional…

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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