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.
Building Your Legacy
A four-step framework for building a personal legacy.
It’s never a bad time to speak with your financial advisor about changes in your situation.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Important items to consider when purchasing condo insurance.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Five strategies for managing your student debt.
It's important to understand how inflation is reported and how it can affect investments.
The uncertainties we face in retirement can erode our sense of confidence.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
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.
How federal estate taxes work, plus estate management documents and tactics.
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
Have you explored all of your choices when it comes to managing your taxable income?
Even low inflation rates can pose a threat to investment returns.
Why are 401(k) plans, annuities, and IRAs so popular?
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Agent Jane Bond is on the case, covering how bond laddering works.