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Your Financial To-Do List for July

Is it raining or too muggy? Use this time to evaluate your portfolio.

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. July is peak vacation season. But if you find yourself with a bit of free time, Morningstar's director of personal finance, Christine Benz, has some financial jobs that you can tackle this month.

Hi, Christine. Thanks for being here today.

Christine Benz: Hi, Susan. Great to see you.