Kevin L. Matthews II
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Award‑winning financial planner/author; provides practical guidance on long‑term investing, insurance fit, and financial literacy.
Social•Feb 23, 2026
Permanent Insurance Rarely Worth It, Except Special‑Needs Cases
Ehh. This one is a bit too far. About ~5-10% of the time, a permanent insurance policy can be a good fit, and NO, I do not sell them. For example, if you have a business that has a partner or a child with special needs, those are 2 classic cases. 90% of the time, it's a no, and they are too expensive. Just listen to real advisors, not insurance salespeople, and you'll be good.
By Kevin L. Matthews II
Social•Feb 21, 2026
Most People Can DIY Investing; Choose Flat‑Fee Advisors
I'm an award-winning financial advisor. Here’s what you actually need to know here. 1) It is TRUE. Not everyone “needs” an advisor. There are some things most people can handle on their own if they have the time and will to...
By Kevin L. Matthews II