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Thoughtful Insights

Elderly woman doing yoga in a park
Gary LoDuca | Apr 26, 2023

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Two men sitting at a table and having a conversation
Gary LoDuca | Apr 19, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Young woman pouring a drink for an older woman. They are sitting together at a table.
Gary LoDuca | Apr 12, 2023

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Man in a graduation cap and gown
Gary LoDuca | Apr 5, 2023

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Mother and child working on a laptop together
Gary LoDuca | Mar 29, 2023

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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Two yellow balloons with smiley faces on them
Gary LoDuca | Mar 22, 2023

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
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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A teenager holding a yellow and blue longboard talking to her friend
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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Toddler standing at the bottom of a stone staircase
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.
Read More
Ten key accounting calculator on a soft yellow desk
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.
Read More
A retiree couple in a meeting with a professional. They are all looking at a laptop screen
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.
Read More
A calculator and a pen on top of a graph
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.
Read More

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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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