Video: Baird’s Tim Steffen Talks Year-End Financial Planning Strategies with Morningstar

Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird’s Director of Advanced Planning, discusses year-end financial planning and potential strategies for investors given the uncertainty of tax reform with Christine Benz, Director of Financial Planning for Morningstar.com.                                                                

Read more on the topic in this article, "Year-End Tax and Financial Planning Ideas." And be sure to stay up to date on the dual tax reform bills moving through Congress by visiting Tim Steffen's tax reform news page.


To discuss the implications for your investments and wealth management plans, contact your Baird Financial Advisor.

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