Setting up a 2023 financial planning calendar: Here’s Morningstar’s idea

If you’re trying to figure out your financial planning tasks for next year, Christine Benz, Morningstar’s director of personal finance, offers a calendar that will take care of some of the top questions you’ll want to address.

Here are excerpts from it.


See how you are. “Now is the right time to assess the damage.” [to your investment portfolio in 2022] and see if you’re still on track to reach your financial goals,” Benz said.

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