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Your Financial To-Do List for January

Christine Benz provides a tidy way to tackle tasks over the year.

Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar. If getting your finances in order is on your 2020 to-do list, you're in luck. Morningstar's Christine Benz has put together a month-by-month to-do list to help make that job more manageable. She's here with me today to discuss that list and take a closer look at the jobs for January.

Christine, thank you for joining us today.