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.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The market is as unpredictable as the weather. We’d love to help you prepare.
Making the most of surprises is a great reason to work with us.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Is your estate in order? This short quiz may help you assess your overall strategy.
Lifestyle considerations in creating your retirement portfolio.
Knowing the rules may help you decide when to start benefits.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When should you take your Social Security benefit?
Are you ready for retirement? Here are five words you should consider.
What is your plan for health care during retirement?
Make your retirement as exciting as your next vacation.