Dan Mathews | Source | CFP Ambassador at CFP BOARD
Dan Mathews
Dan Mathews is Director of Financial Planning with Creative Planning, Inc. He works directly with clients to develop and implement a strategy to address their financial, investment, tax and estate planning needs.
Prior to joining Creative Planning, Dan worked as a Financial Planner for thirteen years at Stepp & Rothwell, Inc., a comprehensive financial planning firm, where he served high net worth clients. In 2013, Dan served as Media Director for the Financial Planning Association of Greater Kansas City. He has been quoted in several print media outlets, including the The Wall Street Journal and the Kansas City Star.
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It really comes down to calculating the opportunity cost of doing one thing over another. Sometimes a balanced approach can be the best approach.
14 April 2022
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14 April 2022article
Saving Vs. Paying Down DebtSaving vs. paying down debt—it’s a balancing act that many of us face. But how do you find that balance in your own situation? The answer depends, in part, on whether you’ve got enough money already stashed for emergency savings and how much high-interest debt you’re carrying. In some cases, you may
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CFP BOARD
CFP Ambassador