A Financial To-Do List for June
Make a blueprint of your financial plan and keep it on track with investment and retirement policy statements.
Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. Morningstar's director of personal finance Christine Benz has created a month-by-month financial to-do list for 2021. She is here today to talk with us about our to-dos for June, which are creating policy statements for our investment and retirement plans.
Christine, thank you for joining us today.