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Your Financial To-Do List for December

The end of the year is a great time to review your portfolio.

Christine Benz, Susan Dziubinski

Dec 1, 2021

Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar. 2021 is quickly coming to a close, but Morningstar's Christine Benz thinks that there are a few steps you can take in December to improve your financial position. She is here today to discuss them.

Hi, Christine. Nice to see you.

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