Video: Baird’s Tim Steffen Discusses New Ways to Think About Your Mortgage with Morningstar
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.
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.