Baird’s Tim Steffen Talks Retirement Readiness with Morningstar

July 30, 2013
 
Tim Steffen, CPA/PFS, CFP®, Director of Financial Planning at Baird, recently sat down with Christine Benz, Director of Financial Planning for Morningstar.com, to discuss retirement readiness. During the interview, he encourages those approaching retirement to update their personal balance sheet, optimize their spending budget and asset allocation, make a plan for Social Security, and more.