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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.

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Location, Location, Location: The Premium Parents Pay for Top Schools

Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.

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A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Required Minimum Distributions

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

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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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