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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.

Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Life Expectancy

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

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estate Taxes

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

Savings Goals

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

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