Kyle Schmidt, CFP - TrueWealth Advising Group

Kyle Schmidt, CFP - TrueWealth Advising Group Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1 N. TC117654(0126)3

Franklin St, Suite 3450, Chicago, IL 60606 (312) 236-2500). TrueWealth Advising Group is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. Kyle Schmidt is a Registered Representative and Investment Adviser Represen

tative of Equity Services, Inc. and offers securities in IN. He is also insurance licensed in IN. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
06/01/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Being healthy may help your personal finances.
05/30/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.
05/29/2026

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

How prepared are you for retirement?
05/27/2026

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
05/25/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.
05/23/2026

When are you taking your Social Security benefits? Considering the timing can help maximize your benefit.

Taking your Social Security benefits at the right time may help maximize your benefit.

Considering a vacation home? 5 questions to determine if you’re ready.
05/22/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.
05/20/2026

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Looking ahead can help you conquer these unique obstacles.

Working in Retirement: New trend or same old story?
05/18/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
05/16/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

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11039 Broadway
Crown Point, IN
46307

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