Many of us avoid taking inventory of our financial affairs, but it isn’t as complicated as it may seem. And we are here to help! Two of our financial planners join an Adviser Investments portfolio executive to detail five financial planning resolutions for the new year.

As discussed in this episode, we’ve created a free companion document with key facts and figures that may come in handy. Get your copy of this useful reference guide by clicking here: bit.ly/2MQWJ4a.