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A Financial To-Do List for January

Here are some initial steps to take toward improving your financial well-being in 2021.

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. If improving your financial well-being is on your to-do list for 2021, you're in luck. Morningstar's director of personal finance Christine Benz has developed a month-by-month financial to-do calendar for the year, and she's here today to talk with us about what should be on our to-do lists in January.

Hi, Christine. Thanks for being here today.