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Investing Specialists

Your 2017 Financial To-Do List

Is improving your financial fitness one of your resolutions? We break it down into manageable tasks.

Getting financially fit is perennially among the most popular new year's resolutions for Americans, right up there with losing weight and exercising more.

But as with getting in shape, it's easy to get overwhelmed by the magnitude of the task at hand. The transition from rich holiday repasts and binge-watching TV series to kale smoothies and 5 a.m. workout sessions can be a bit jarring, and so can the switch from lavish holiday spending to a more mindful, deliberate approach to your investments and finances. When it seems like too much change all at once, it's hard to stick with the program and easy to get discouraged.