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.
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.
What to Bring to a Tax Appointment
IRS Form 8854 Instructions
IRS Form 4506-T Instructions
IRS Form 8960 Instructions
IRS Form 5695 Instructions
IRS Form 843 Instructions
Social Security
Read these in-depth articles to learn more about how to make the most of your Social Security benefits.
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.
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.
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.
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.