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A Financial To-Do List for June

Make a blueprint of your financial plan and keep it on track with investment and retirement policy statements.

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 today to talk with us about our to-dos for June, which are creating policy statements for our investment and retirement plans.

Christine, thank you for joining us today.