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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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"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.

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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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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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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?

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