This is where we share how we think about insurance planning, the questions we see most often, the mistakes that come up repeatedly, and the trade-offs people don’t always talk about.
This blog offers clear perspectives on insurance planning, coverage reviews, and long-term decisions, for both individuals and advisors. The focus is clarity, not volume. These articles are not one-size-fits-all advice; they are meant to help you ask better questions, understand trade-offs, and decide what is worth discussing further.
A no-pressure coverage review for pre-retirees in Texas who want clarity, not a sales call. Reviewed personally by Elizabeth Kusmider, CFP.
Take the Planning QuizLife insurance planning for people who want clarity, structure, and long-term oversight.
Securities offered through Simplicity Investments, Member FINRA/SIPC; 475 Springfield Ave, Summit, NJ 07901 (303) 797-9080. Kusmider Consulting is not affiliated with Simplicity Investments.
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