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

08/26/2026

Private credit direct lending investments may bridge the reward gap for income-seeking investors with slightly more tolerance for risk. Learn more:

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08/12/2026

Putting parameters on a charitable gift can go a long way toward achieving your vision, but how strict is too strict?

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07/29/2026

Qualified small business stock (QSBS) can offer significant tax benefits to small businesses seeking to raise capital and those looking to invest in innovation:

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07/04/2026

A quarter millennium of big dreams. Happy Fourth of July!

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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