Ilan Cuellar, CFP®, PPC™, CPFA

(281) 815-4108 ext. 1011

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, March 14, 2013

As a business owner, you need to ensure that you have adequate insurance coverage to protect family, business partner(s) and key employees, so that no matter what the future holds, the business can continue to provide for those who...

 

Thursday, March 14, 2013

Thinking about the need and the costs of long-term care is enough to make anyone uncomfortable. But while it's a difficult subject to talk about, it's also a topic that often generates lots of questions and misunderstanding. Consider...

 

Thursday, March 14, 2013

Not that long ago, retirement meant long days punctuated by occasional games of golf and bridge. But today, with lengthening life expectancies and dwindling pensions, many Americans are looking to retirement as an opportunity to start...

 

Thursday, March 14, 2013

If you're thinking of setting up an office in your home, there are a number of considerations you'll want to take into account. Zoning and Insurance Perhaps the first issue you'll need to address is making sure your home business meets...

 

Thursday, March 14, 2013

More than half of women (53%) surveyed recently are the primary breadwinners in their households, yet only 20% consider themselves "very well prepared" with their financial decision making.1 Nearly one-third of those surveyed said they...

 

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Thursday, March 14, 2013

High-yield bonds -- often referred to as "junk" bonds -- are a class of corporate debt instruments that are considered below investment grade, due to their issuers' questionable financial situations. These "questionable" situations can...

 

Thursday, November 15, 2012

Since the housing and stock markets collapsed several years ago, millions of unemployed and even working Americans have found themselves in need of cash, either for short-term or longer-term expenses. Those who have contributed...