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 15110, additional child tax credit worksheet

IRS Form 15110 Instructions

If you received a CP08 notice, you might be eligible to claim the additional child tax credit on your income tax return. To do this, you might need to complete…
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 3922, Transfer of Stock Acquired Through an Employee Stock Purchase Plan Under Section 423(c)

IRS Form 3922 Instructions

If you participate in an employee stock purchase plan, you probably will receive IRS Form 3922 from your employer at the end of the tax year. In this article, we’ll…
irs form 3921, Exercise of an Incentive Stock Option Under Section 422(b)

IRS Form 3921 Instructions

If you’re exercising incentive stock options for the first time, you might receive IRS Form 3921 from your employer. In this article, we’ll break down everything you need to know…
irs form 911, request for taxpayer advocate service assistance

IRS Form 911 Instructions

If you’re facing a significant tax matter, struggling with financial difficulties, or experiencing a significant hardship caused by tax problems, you may need some representation. One way of getting that…
irs form 15227: application for an identity protection identification number (IP PIN)

IRS Form 15227 Instructions

According to the IRS, fraudulent federal income tax returns have been on the rise for years. To lower the chances of a fraudulent return, victims of identity theft can participate…

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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