Last-Minute Financial Planning To-Do's
Baird's Tim Steffen reviews some year-end tasks, including checking on asset allocation, tax gain harvesting, and charitable giving.
Christine Benz: Hi, I'm Christine Benz for Morningstar.com. The clock is ticking on 2018. Joining me to share some last-minute financial planning to-do's is Tim Steffen. He is director of advanced planning for Baird.
Tim, thank you so much for being here.