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Why You Need a Retirement Policy Statement

Christine Benz explains why this is a must-have document for retirees and how to set it up.

Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. If you're approaching retirement, a retirement policy statement might be something that's worthwhile putting together. I'm here with Christine Benz, she is our director of personal finance, to talk about what it is and how to make one.

Christine, thanks for joining me.