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Your Financial To-Do List for February 2022

It's time to review your investments and use your tax documents to assess the health of your savings plan.

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. The year 2022 has gotten off to a volatile start for investors. Joining me to share some practical and constructive steps that you can take to gain a sense of control in an unpredictable market is Christine Benz. Christine is Morningstar's director of personal finance and retirement planning.

Hi, Christine. Good to see you.