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.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Taking regular, periodic withdrawals during retirement can be quite problematic.
For some, the social impact of investing is just as important as the return, perhaps more important.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
It’s never a bad time to speak with your financial advisor about changes in your situation.
With alternative investments, it’s critical to sort through the complexity.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What if instead of buying that vacation home, you invested the money?
Investors seeking world investments can choose between global and international funds. What's the difference?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.