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6300 North Revere Drive
Suite 265
Kansas City, MO 64151

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Carlose Estes

(816) 844-3945

 
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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.

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Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

 

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Lifetime of Earnings

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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