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.

https://www.morningstar.com/personal-finance/5-financial-to-dos-investors-q4-2023-2