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CareFUL BENEFITS LLC

96 Beach Walk Blvd.
Conroe, TX 77304

Phone:

281-796-1818

Fax:

936-235-3807

E-mail:

lori@carefulbenefits.com

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Calculators

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"A good agent will spend time listening to your needs and reviewing what you have!"

 

Here you'll find money saving ideas and how to overcome the Healthcare concerns in the form of newsletter articles, calculators, and research reports.

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We have created this Web site to help you gain knowledge of programs such as Medicare, Small Business & Individual Health Plans, Life Insurance and specialized shortcuts to make Your Plan progress with ease. 

We're here to help educate you about the basic concepts of financial management; that includes caring about your overall well-being. Our focus is to create a valuable client-agent  relationship, so people can enjoy living healthier and longer lives.

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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