Thomas Hake, Financial Advisor for Raymond James Financial Services, Inc

05/28/2026

As prenuptial agreements are rebranded for the app era, we explore how these often-aligned documents can actually work in favor of the long haul:

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04/29/2026

When wealth arrives suddenly, planning with your long-term priorities in mind could be the first step to ensuring it lasts:

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04/15/2026

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals:

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03/14/2026

Who could be luckier to have this amazing team to recognize my birthday today thank you Dustin, Betsy, and Chris! I love celebrating Pie day, my birthday my area code with pizza and friends later today

03/03/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

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02/03/2026

If you lost your home to a natural disaster, would you relocate or rebuild? Explore the factors that could change your mind:

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01/13/2026

For young millionaires, one of the savviest moves is assembling a team of trusted individuals to help you see risks as clearly as rewards. Read more:

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01/01/2026

Wishing everyone a bright new year ahead! from all of us at Hake investment group!

12/29/2025

Retiring isn't always about slowing down. Explore ways you can maintain – or build – your charitable momentum in retirement:

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