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Thoughts on money, taxes, and the decisions that shape your life

Practical writing from Jake Hoheisel, CFP®, EA, on retirement, tax planning, charitable giving, estate planning, and life here in the Carolinas.

Financial Planning

Inflation: The “Cruelest Tax” and Its Impact on Financial Planning

How inflation quietly erodes purchasing power, and five questions we ask to plan for rising costs.

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Working With an Advisor

Incentives Matter: Understanding How Financial Professionals Are Compensated

Commissions, fees, and the difference a fee-only relationship makes: what to understand about how your advisor is paid.

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Financial Planning

Avoiding Common Financial Planning Mistakes

Media madness, evaluating advice, and procrastination: three common mistakes that can slow your financial progress.

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Estate Planning

The “Three Rs” of Wealth Transfer: Planning Beyond Accumulation

Random time, random recipient, random amount: a framework for giving with intention during life and at death.

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Career Transitions

I Recently Lost My Job at Lowe's. What Should I Do Now?

A methodical look at severance, health insurance, your 401(k) options, and the financial decisions that come after a Lowe's layoff.

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Financial Planning

What the I-77 Commute Can Teach Us About Financial Planning

Destinations, detours, and why a flexible financial plan matters more than a perfect route.

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