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Thoughtful Insights

Gary LoDuca | Dec 21, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Gary LoDuca | Dec 14, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
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Gary LoDuca | Dec 7, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
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Gary LoDuca | Nov 30, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Gary LoDuca | Nov 23, 2022

Informed Donating

Lifestyle
Family
If you’re planning on making some end-of-year charitable donations, there are a few questions to ask yourself first.
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Gary LoDuca | Nov 16, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Gary LoDuca | Nov 9, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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Gary LoDuca | Nov 2, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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Gary LoDuca | Oct 26, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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Gary LoDuca | Oct 24, 2022

Thoughtful Fiduciary Managed 401(k) Plan

Retirement Savings
401(k)
Tax Smart Savings
Qualified
A higher quality, lower cost and hassle-free fintech enabled fiduciary 401(k) plan exists! Take a minute and see how low cost, simple and easy it is to set up
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Gary LoDuca | Oct 19, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Gary LoDuca | Oct 18, 2022

Preparing for What Is Coming Your Way

Asset Protection
Alternative Asset Class
Bond Alternative
Investments
Income Planning
We are in the middle of a brewing historic financial situation. How you prepare for what is quickly coming our way will determine how successful you are when
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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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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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