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Thoughtful Insights

A row of houses along a canal
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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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
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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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
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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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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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
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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Two women sitting outside on a patio. One woman is playing guitar, and the other is listening and smiling.
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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  • 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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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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