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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.

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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How Has SECURE 2.0 Affected 401(k) Plans?

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Federal Income Tax

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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estate Taxes

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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