Skip to Content
US Videos

Do's and Don'ts for Organizing Your Financial Life

These tips can help you reduce unnecessary clutter and streamline your organizational system, says Morningstar's Christine Benz.

Note: This video is part of our “Get It Done” week on All week we will feature articles and videos offering guidance on ways to help tackle those nagging items on your financial to-do list.

Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. It's "Get It Done Week" here at Morningstar and if getting your life organized, your financial life organized at least, is on your to-do list, Morningstar's Christine Benz, our director of personal finance, has some "dos and don'ts" to share with us.