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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 Morningstar.com: 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.