Baird’s Tim Steffen Discusses Retirement-Planning Pitfalls with Morningstar

January 15, 2015

Tim Steffen, CPA/PFS, CFP®, Baird’s Director of Financial Planning, discusses common retirement planning mistakes such as not having a well-thought-out plan, holding too much company stock and being too generous with family members with Christine Benz, Director of Financial Planning for

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Morningstar Interview