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 Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Six overlooked tax deductions to help manage your tax bill.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
It's important to understand how inflation is reported and how it can affect investments.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Don’t overlook the need for renter’s insurance if you rent your home.
If you find it hard to attain personal life goals, there’s an app for that!
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are hundreds of ETFs available. Should you invest in them?
There are a few things to consider when buying or leasing your next vehicle.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.