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.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Military families face unique challenges, making personal finance even more critical.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Here’s a guide to explain all the parts of Medicare.
Tips to avoid checking in luggage on your next vacation.
The uncertainties we face in retirement can erode our sense of confidence.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Taking your Social Security benefits at the right time may help maximize your benefit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What are your options for investing in emerging markets?