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Your Financial To-Do List for August

Slow summer days are an ideal time to review, or create, your estate plans.

Susan Dziubinski: Hi, I'm Susan Dziubinski from Morningstar. Morningstar's director of personal finance, Christine Benz has a few financial to-dos that you can cross off your list, even as you're savoring the last full month of summer. She's here today to discuss them with us.

Hi, Christine. Nice to see you.