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.
An amusing and whimsical look at behavioral finance best practices for investors.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?