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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.

Helpful Content

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Rebalancing Your Portfolio

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

 

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Data Thieves from Outer Space

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

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Saving for College 101

Here’s a crash course on saving for college.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

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