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Your Financial To-Do List for April 2022

Now's the time to get your financial documents in order. Here's how.

Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar. It's April, and many taxpayers are wrapping up their tax returns or have done so already. Joining me to discuss how to end tax season on an organized note is Christine Benz. She is Morningstar's director of personal finance and retirement planning.

Hi, Christine. Good to see you.