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December 8, 2025

5 financial to-dos before the end of 2025

  • Set yourself up for success as the year winds down.
    • By MARGARET GILES and CHRISTINE BENZ
    Morningstar

    As 2025 winds down, here are some moves to help you finish the year strong financially. Morningstar's director of personal finance and retirement planning, Christine Benz, discusses strategies.

    This interview has been edited for length and clarity.


     
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