Understanding Today’s Financial Environment with Help From Storehouse Planning
Welcome to Storehouse Planning, I am Carlose Estes, a financial professional in Kansas City, Missouri. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. They are also able to assist you with your property and casualty needs and your life insurance portfolio as well. We are able to offer you guidance with many of the areas you may need assistance with. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (816) 844-3945 to schedule an appointment today.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
It's important to understand the pros and cons when considering a prepaid debit card.
Lifestyle considerations in creating your retirement portfolio.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
When should you take your Social Security benefit?
There’s an alarming difference between perception and reality for current and future retirees.
All about how missing the best market days (or the worst!) might affect your portfolio.
The decision whether to buy or rent a home may have long-term implications.
Taking your Social Security benefits at the right time may help maximize your benefit.
Women must be ready to spend, on average, more years in retirement than men.