Mission Street Wealth Pasadena Archive

The BBB’s SALT Cap & What it Means for Taxpayers

For those of us in the Golden State, we know there’s a cost to living in paradise: the California state tax rate. Having the highest tax rate in the nation isn’t exactly something to brag about, but it does mean we’re no strangers to…
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6 Wealth-Building Habits I’ve Learned from 30 Years of Working with High-Net-Worth Clients

As a certified financial planner with over three decades of experience, I’ve had the privilege of working closely with high-net-worth individuals and business owners across various industries. My clients include medical professionals, attorneys, entrepreneurs, and other successful individuals who’ve mastered the art of growing…
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The Great Rotation: A Compelling Case for Global Investing

For more than a decade, U.S.-based stocks have largely dominated the stock market and outperformed their international counterparts. But history tells us that this power dynamic doesn’t last forever, and in recent months, we’ve started to experience a shift which we’ve dubbed “the great…
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For The Win: Maximizing Your Opportunity and Savvy Tax Planning

While investors often associate wealth management with growth strategies, there’s another important piece to the equation—protecting the earnings you’ve worked so hard to grow. Taxes are an inevitability, but that doesn’t mean you should pay more than you have to. California residents, especially, are…
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Why Age 50 Is the Perfect Time to Take Control of Your Retirement Plan

If you’re reaching the big 5-0 this year (or it’s soon coming down the line), this significant milestone is certainly worth celebrating. And for many, it marks another important event—the moment people realize retirement is closer than ever, meaning it’s time to buckle down. …
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Family Philanthropy: Building a Legacy of Giving Together

Giving is more than just an act—it’s a way to build a legacy and strengthen family bonds across generations. Called “family philanthropy,” you and your family have an exciting opportunity to make a difference in a meaningful way. You can more effectively build a…
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Wealth, Family, and the Future of Care: Is Self-Insuring the Right Choice?

One of the most frequent questions financial advisors receive from high-income clients is whether or not they should self-insure their long-term care (LTC). With a robust portfolio, self-insurance might seem feasible, but is this approach the right choice?  For high-net-worth individuals, the answer typically…
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Creating Passive Income Streams Aligned with Your Mission

“Income” is typically associated with a salary or wages—you exchange your time, services, or goods for money. This is called “active” income. It requires effort on your behalf, which means it’s inherently limited to how much you can produce and what the market deems…
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Retirement Planning: More Than Just Numbers

Retirement planning isn’t just about calculating how much money you’ll need—it’s about envisioning the life you want to live. In fact, an effective retirement plan involves more than just financial calculations and number crunching. It requires you and your advisor to align your retirement…
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The Power of Mindful Spending: Making Every Dollar Count

We’re exploring how mindful spending can transform your financial health and lead to alignment with your personal values….
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