A Midyear Financial To-Do List for Retirees
It's not too early to plan charitable contributions or RMDs and, yes, to take a look at your elevated equity balance.
Christine Benz
Christine Benz is Morningstar's director of personal finance and author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and the Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. Follow Christine on Twitter: @christine_benz.
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