Tim Steffen, CPA/PFS, CFP®, CPWA®, Baird’s Director of Advanced Planning, sat down with Morningstar to discuss the role of a mortgage in your financial plan.

Read more on the topic in the article, “Financial Considerations of Refinancing a Mortgage.”

Tim Steffen on Morningstar
View the Interview.

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

Not a Baird client? Find a Baird Financial Advisor.