Cali Pearl Corporation
Your Money. Your Choices. Your Future.
Today's markets are more complex and volatile than ever before. Cali Pearl believes it is paramount to not only have an experienced and knowledgeable advisor but also someone who can explain the choices presented to you in plain English. It is imperative that you understand your situation, your goals, and the risks and opportunities standing between you and your ideal financial results. We will educate you so that you can make an informed decision while guiding you towards the realization of your financial plan.
Cali Pearl’s mission is to empower you to make the best decisions to get you closer to a stable, successful and confident financial future.
Feel free to browse the site and use the many tools available to you. As always, if you have any questions, need a second opinion on a financial matter or know of a friend or relative we can help, feel free to contact us.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
There are four very good reasons to start investing. Do you know what they are?
Ascertaining the value of your business is important for a variety of reasons.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Understanding how capital gains are taxed may help you refine your investment strategies.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Understanding the cycle of investing may help you avoid easy pitfalls.
The market is as unpredictable as the weather. We’d love to help you prepare.
How will you weather the ups and downs of the business cycle?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When should you take your Social Security benefit?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.