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.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Technology tips to make your next trip even better.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
For homeowners who think their property taxes are too high, there are ways to appeal.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you have causes that you want to support with donations? Here are three tips.
Understanding the cycle of investing may help you avoid easy pitfalls.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.