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Your Financial To-Do List for January 2022

Start the new year off right by tackling some important financial tasks.

Susan Dziubinski: I'm Susan Dziubinski with Morningstar. The new year is upon us, and Morningstar's director of personal finance and retirement planning, Christine Benz, has put together a month-by-month to-do list for investors in 2022. She is here today to discuss what financial tasks we should tackle in January.

Hi, Christine. Happy New Year.