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6300 North Revere Drive
Suite 265
Kansas City, MO 64151

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Carlose Estes

(816) 844-3945

 
Behavioral Finance The Wild West of Data Theft Supporting Local Business In a Crisis Retiring in a Post-Pandemic World

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.

Helpful Content

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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