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 Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
How Income Taxes Work
A quick look at how federal income taxes work.
Simple steps may help you foil hackers and protect your privacy.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
One way to find money is to examine your current spending habits and eliminate money wasters.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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
A presentation about managing money: using it, saving it, and even getting credit.
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 key concepts to understand when investing for retirement
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Three things to consider before dipping into retirement savings to pay for college.
Are Real Estate Investment Trusts right for your portfolio?
Learn how to harness the power of compound interest for your investments.
$1 million in a diversified portfolio could help finance part of your retirement.