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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.

Last-Minute Financial Planning To-Do's

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.

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