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.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
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.
For some, the social impact of investing is just as important as the return, perhaps more important.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Three things to consider before dipping into retirement savings to pay for college.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learn how to harness the power of compound interest for your investments.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When do you need a will? The answer is easy: right now.