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6300 North Revere Drive
Suite 265
Kansas City, MO 64151

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Carlose Estes

(816) 844-3945

 
Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement When Markets React No Cash, No Checks, No Problem

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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The Investment Risk No One’s Ever Heard Of

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You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

Required Reading: The Economic Report of the President

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The Economic Report of the President can help identify the forces driving — or dragging — the economy.

When Markets React

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When markets shift, experienced investors stick to their strategy.

 

Putting a Price Tag On Your Health

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What You Should Do About Insurance Following a Divorce

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Prevent a Rift: Money Tips for Newlyweds

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What's New for Social Security?

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Lifestyle considerations in creating your retirement portfolio.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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This calculator can help you estimate how much you should be saving for college.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator can help determine whether it makes sense to refinance your mortgage.

Taxable vs. Tax-Deferred Savings

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

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This calculator demonstrates the power of compound interest.

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Long-Term-Care Protection Strategies

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

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The importance of life insurance, how it works, and how much coverage you need.

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 Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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