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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
It sounds simple, but paying yourself first can really pay off.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Here are some simple and inexpensive energy-saving tips that may help you save money.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Are Real Estate Investment Trusts right for your portfolio?
$1 million in a diversified portfolio could help finance part of your retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?