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.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Keys to preparing to grow wealthy together.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
What if instead of buying that vacation home, you invested the money?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What are your options for investing in emerging markets?
Learn about the importance of having an estate strategy in this helpful and informative video.
Bucket lists don’t have to be for tomorrow.
Investors seeking world investments can choose between global and international funds. What's the difference?