What if the most disciplined thing you do with your money is quietly working against you in one specific account?
Today I walk through a family that had not touched their investments in several years. While that is highly unusual, what was not was our review of one of the spouse's equity compensation.
The flat rate a company withholds at vest can sit well below what a high-earning household actually owes. And every vest quietly adds to the same position, which means holding is not standing still.
Patience answers how long you hold something. It says nothing about how much of it you own.
Pull up your most recent vest confirmation, find the shares that vested and the shares withheld for taxes, divide one by the other, and write that number down next to your marginal bracket to determine if you have a gap.
Connect with Paul
If you're a working parent juggling a senior-level career and a growing family, and you're tired of coordinating four different advisors to run your financial life, I offer complimentary 30-minute conversations. Schedule one here.
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