I'm Stephanie Sammons, a CERTIFIED FINANCIAL PLANNER™ and the Founder of Sammons Wealth Management. I help successful women professionals who are in midlife plan for their ideal retirement. Learn more about planning, saving, and investing for your ideal retirement at Sammons Wealth Management.

In this week’s episode, I share a “heads up” about year-end mutual fund capital gains distributions. If you own mutual funds in a taxable account, you may be affected. Many times, investors are surprised when they see a tax bill from mutual funds they are holding as a longer-term investment (and not trading).

Learn how to determine if you may be impacted by mutual fund capital gains distributions which are typically paid out in the 4th quarter of a calendar year.

Also in this episode, I share a Midlife Mindset Moment about following through on your commitments to yourself and others.

We may have the best of intentions in life, but when we don’t follow through we create stress and regret for ourselves.

Ghandi said “Happiness is when what you think, what you say, and what you do are in harmony”.

Learn more about the many ways a lack of follow through can hurt us, and how to start getting better at this!

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