Money | Cuellar Capital Advisory

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Have A Question About This Topic?

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Will You Do With Your Bonus or Windfall?

This article examines one's options when receiving a work bonus or other financial windfalls.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

View all articles

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Saving for College 101

Here's a crash course on saving for college.