The Hidden Tax Trap in RSUs: What Professionals Like Jocelyn Need to Know
Even with a $250K+ compensation package, Jocelyn faced unexpected tax bills. Here’s how we fixed her RSU withholding and built a proactive plan.
January 5, 2026
Even with a $250K+ compensation package, Jocelyn faced unexpected tax bills. Here’s how we fixed her RSU withholding and built a proactive plan.
For educators and other high-achieving professionals, retirement doesn’t have to be all-or-nothing. A phased approach can provide income, purpose, and peace of mind.
As we close out the year, our goal remains simple: to provide a calming presence and lasting confidence in every client’s financial life.
