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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here are some simple and inexpensive energy-saving tips that may help you save money.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Building wealth requires protection from the forces of wealth destruction.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
When should you take your Social Security benefit?
Are you ready for retirement? Here are five words you should consider.
What are your options for investing in emerging markets?
Why are 401(k) plans, annuities, and IRAs so popular?
If you died, what would happen to your email archives, social profiles and online accounts?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.