@_DanMathews_

Husband, Father of 3, Christian, CFP Board Ambassador, and GenXer

 Kansas City
Joined May 2012
  • Tweets268
  • Following138
  • Followers86
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Check out a new article from my fellow CFP Board Ambassador, Mark DiGiovanni, CFP® on the financial literacy basics to revisit during times of economic instability: bit.ly/40lDQKP #LetsMakeAPlan
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Dan Mathews, CFP® retweeted
Peter Mallouk
@PeterMallouk11 Feb 2022
With inflation at 7.5% and the Fed’s inflation target at 2%, it is not a surprise that markets are starting to price in significant Fed tightening.
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Peter Mallouk
@PeterMallouk21 Jan 2022
Remember this when you find yourself in a shaky market: 1. You are a long term investor 2. Diversified portfolios are resilient 3. Down markets present opportunities 4. Corrections and bear markets have always given way to a recovery. Eventually.
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CFP Board
@CFPBoard22 Dec 2021
CFP Board Ambassador Dan Mathews, CFP® (@_DanMathews_) shares #taxplanning strategies for 2022: bit.ly/32ia1mo
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Dan Mathews, CFP® retweeted
Peter Mallouk
@PeterMallouk11 Nov 2021
I am excited for what this means for our clients, and our ability to bring them best in class in new areas. Lockton and excellence are synonymous and all of us at Creative Planning are proud to partner with them. linkedin.com/posts/creative-…

We’re thrilled to announce our partnership and launch of an industry-leading retirement practice...

We’re thrilled to announce our partnership and launch of an industry-leading retirement practice with Lockton Companies. Together we hope to create a best-in-class advisory offering designed to serve...

linkedin.com
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Dan Mathews, CFP® retweeted
Peter Mallouk
@PeterMallouk8 Oct 2021
Median net worth by age according to the Federal Reserve.
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Creative Planning
@CPIWealth7 Oct 2021
A donor advised fund can be a smarter way of gifting for a lot of people that adds significant tax advantage. bit.ly/3mwBsip #taxes #charity #giving #funds
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Navigating the alphabet soup of Medicare: Be sure you’re not paying too much kansascity.com/news/business…

Navigating the alphabet soup of Medicare: Be sure you’re not paying too much

An important point: The determination of Modified Adjusted Gross Income is based on the income reported on personal tax returns from two years ago

kansascity.com
Saving Vs. Paying Down Debt forbes.com/advisor/banking/s…
My fellow CFP Board Ambassador Shashin Shah, CFP® (@shashinshah) shares three steps to “cleanse” your budget in honor of “Spring Cleaning.” Available to read here: bit.ly/3nFmebf #LetsMakeAPlan
Dan Mathews, CFP® retweeted
Liz Ann Sonders
@LizAnnSonders23 Apr 2021
Virtually no relationship between changes in capital gains tax rate & S&P 500 returns in year of change ... last time cap gains went up (in 2013), S&P 500 had stellar year (up 30%) @FactSet @UBS
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cfp.net/news/2021/03/results…

Results of New Practice Analysis Study to Shape CFP Board’s Certification Requirements

Certified Financial Planner Board of Standards, Inc. (CFP Board) today announced an updated Principal Knowledge Topics list based on findings from its latest Practice Analysis Study

cfp.net
Dan Mathews, CFP® retweeted
CFP Board
@CFPBoard13 Mar 2021
Looking for a CERTIFIED FINANCIAL PLANNER™ professional? Visit LetsMakeAPlan.org to find the right CFP® professional for your financial needs. #LetsMakeAPlan

Let's Make a Plan

A CFP® professional is a trusted financial advisor committed to acting in your best interests, so you can be confident you’re on the path to a secure future.

letsmakeaplan.org
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My fellow CFP Board Ambassador Ross Levin, CFP® (@spendyourlifewi) shares tips for incorporating a sound investment strategy into your financial plan. Available to read here: bit.ly/2Yz6uuv #LetsMakeAPlan
Dan Mathews, CFP® retweeted
Kansas City Royals
@Royals11 Feb 2021
We have acquired OF Andrew Benintendi and cash considerations from the Boston Red Sox in a three-team trade. Welcome to the #Royals, @asben16!
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Dan Mathews, CFP® retweeted
CFP Board
@CFPBoard27 Jul 2020
The CFP Board Ambassador of the Week is Dan Mathews, CFP® (@_DanMathews_). Dan works with clients to address their financial, investment, tax and estate planning needs. We are proud to recognize our dedicated Ambassadors. #financialplanning #CFPprofessional #LetsMakeAPlan
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Dan Mathews, CFP® retweeted
Peter Mallouk
@PeterMallouk10 Feb 2021
The moon photographed over 28 days at the same place and at the same time.
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Peter Mallouk
@PeterMallouk20 Jan 2021
A great primer on 2021's hottest investment fad: SPACs.
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Welcome fellow Ambassadors!
CFP Board
@CFPBoard14 Jan 2021
CFP Board is excited to welcome seven new members to the Ambassador program. To view the full bios of our new Ambassadors, visit: bit.ly/39ym9iH #CFPPro

CFP Board Welcomes Seven New Members to Ambassador Program

CFP Board announced the appointment of seven CFP® professionals to its Ambassador program, who give local voice to CFP Board’s consumer advocacy and awareness.

cfp.net
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