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Your November Financial To-Do List

While you're thinking about open enrollment, take some time to review your insurance coverage and tax situation.

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. 2021 is rapidly winding down, but there's still time to improve your financial position heading into the New Year. Joining me to share a few money matters to put on your calendar for the month of November is Christine Benz. Christine is Morningstar's director of personal finance and retirement planning.

Hi, Christine. Nice to see you.