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5 Financial To-Dos for Investors in Q4 2023

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. We’re entering the fourth quarter, and that means the clock is ticking on financial and tax planning jobs that investors need to attend to before year-end. But don’t worry, we’ve got you covered. Joining me to discuss some key fourth-quarter financial to-dos is Christine Benz. She’s director of personal finance and retirement planning for Morningstar. Hi, Christine. Great to see you.

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