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A Financial To-Do List for April

This is a great month to delve into your financial records and to create a master directory, which is perhaps your most important document.

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. Morningstar's director of personal finance Christine Benz has created a month-by-month financial to-do list for 2021. She is here with us today to talk a little bit about what should be on that list for April.

Hi, Christine. Thanks for joining us today.