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Thoughtful Insights

Focused young woman shopping online on her laptop
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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Man sitting on a park bench and working on a laptop
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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Parent reading a book to their newborn child
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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Woman sitting on a rock looking out at lake. In the distance is a large mountain range
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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A couple working in their kitchen together
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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Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
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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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
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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Hand holding a page with several charts on it
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.
Read More
Hand holding a bill with a red "Past Due" stamp on it
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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Image of two hands against a white background. One of the hands is passing a black paper heart to the other one
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.
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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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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