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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Please Leave Home without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tax preparation may be the perfect time to give the household budget a check-up.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
When considering life insurance, it's important to understand your options.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Understanding how a stock works is key to understanding your investments.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you have causes that you want to support with donations? Here are three tips.