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Thoughtful Insights

Gary LoDuca | Oct 14, 2022

Social Security Benefits Get Biggest Bump In 41 Years - Is It Enough?

Income Planning
Social Security
Inflation
Is the 8.7% COLA in January for about 70 million Social Security beneficiaries enough? There are three times since 1975, the start of automatic adjustments
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Gary LoDuca | Oct 13, 2022

Bond Alternatives for Fixed Income Allocations

asset allocation
capital preservation
protected growth
protected income
Alternative Asset Class
Bond Alternative
Turbulent conditions in both equity and bond markets are causing some advisors and savers to re-think long-held, entrenched opinions about bonds. The first
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Gary LoDuca | Oct 12, 2022

Thoughtful Term Insurance - Now Available

Insurance
Legacy Planning
Get a low cost term insurance quote without anyone bothering you.
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Gary LoDuca | Oct 12, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Ed Slott, CPA | Oct 5, 2022

5 Best Arguments for Life Insurance (besides the death benefit)

Tax Free Savings
Income Planning
Education
Retirement
Ed Slott, CPA doesn't sell life insurance. He's a tax advisor. Read his top 5 reasons for how and why a well-designed life insurance policy benefits taxpayers
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Gary LoDuca | Oct 5, 2022

Is it Always Better to Purchase a Home?

Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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Gary LoDuca | Sep 28, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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Ray Dalio | Sep 21, 2022

Principles for Dealing with the Changing World Order

World Economic History
Thoughtful Insight
Ray Dalio believes the world is changing in big ways that haven’t happened before in our lifetimes but have many times in history. So he knew he needed to
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Ray Dalio | Sep 21, 2022

Principles For Success (In 30 Minutes)

Truthful Reality
Education
Process Improvement
Join Ray Dalio on a thought-provoking adventure in an animated mini-series, Principles for Success. He's taken his book Principles, and distilled it into a 30
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Gary LoDuca | Sep 21, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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Gary LoDuca | Sep 14, 2022

What to Do With with a Sudden Windfall

Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are some tips to avoid the same fate.
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Gary LoDuca | Aug 30, 2022

Working with a thoughtful fiduciary advisor

Investments
Looking for the right fiduciary investment advisor? Here are some questions to ask in your initial conversation.
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    • Philosophy
    • Process
    • FAQ
  • Savings Strategies
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    • 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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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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