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Thoughtful Insights

Gary LoDuca | Mar 15, 2023

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Gary LoDuca | Mar 8, 2023

Finance Lessons for Your Teen

Family
Finance
Teens are adults in training and an important part of your family's financial picture. Help them build good habits so they're ready for the future.
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Gary LoDuca | Mar 1, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Gary LoDuca | Feb 22, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Gary LoDuca | Feb 15, 2023

Preparing for Lifetime Income in Retirement

Retirement
Worried about outliving your income? Here’s how to start planning for your retirement needs.
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Gary LoDuca | Feb 8, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Gary LoDuca | Feb 1, 2023

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Gary LoDuca | Jan 25, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Gary LoDuca | Jan 18, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Gary LoDuca | Jan 11, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Gary LoDuca | Jan 4, 2023

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Gary LoDuca | Dec 28, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
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  • About Us
    • About Us
    • Founder
    • Philosophy
    • Process
    • FAQ
  • Savings Strategies
    • Savings Strategies
    • Risk Asset Strategies
    • Principal Protected Growth Strategies
    • Principal Protected Income Strategies
    • Estate Planning
    • Identity Protection
  • Employee Benefit Plans
    • Employee Benefit Plans
    • Qualified Plans
    • Non-Qualified Plans
  • Tax - Smart Planning
    • Tax - Smart Planning
    • Retirement Tax Bill
    • Tax – Free Savings

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504 Ocean Ave - Unit# 510417
Melbourne Beach, FL 32951

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E | thinking@thoughtfuladvisors.com

     

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Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Thoughtful Advisors are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

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