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The Independent UK
The Independent UK
National
Margaret Giles and Christine Benz

5 Financial To-Dos Before the End of 2025

Morningstar Christine Benz IRS

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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