Understanding What Matters Most.
At Cuellar Financial Group, we understand the first step to any financial plan is taking inventory of what is most important in your life. Ambitions, dreams and passions of yours and your loved ones play an integral role in customizing a plan that puts your needs first.
Once your unique needs are discussed, we help take the mystery out of planning, allowing you to confidently focus on what matters most in your life. After all, life can be challenging enough without the complexity of today's ever-changing financial environment. Make sure you choose an experienced advisor who puts your interests first, an advisor you can trust to execute a plan that will positively affect those dearest to you.
We hope you find our website very informative, and we welcome any questions you may have for yourself, or any loved ones. We look forward to working with you.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
It sounds simple, but paying yourself first can really pay off.
There’s a link between debt and stress.
It's important to understand the pros and cons when considering a prepaid debit card.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Tips on insuring your teen driver.
A change in your mindset during retirement may drive changes to your portfolio.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
Explaining the SECURE Act and how the changes affect your retirement strategy.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Have you explored all your options when it comes to managing your taxable income?
What are your options for investing in emerging markets?
There are hundreds of ETFs available. Should you invest in them?