TrueWealth Advising Group

05/25/2026

05/24/2026

One thing people don’t always expect with longer days? It can quietly impact your sleep.

When it’s still light out, it’s easy to delay winding down—scroll a little longer, watch one more show, stay up just a bit later.

A small adjustment can help: set a consistent start time for your wind-down routine. Dim the lights, put the screens away, and give yourself that transition into rest.

And one last thing, don’t feel like you need to “maximize” every extra hour of daylight.

The goal isn’t to do more… it’s to use the time in a way that feels right for you.

05/23/2026

When you stand on a stable financial foundation, you can build bigger dreams. I’m here to help you protect what matters most and plan for what’s next.

05/23/2026

05/23/2026

☕ Nonprofit Executive Directors — this one’s for you!

Join us for a morning of coffee and conversation with Legacy Foundation. This gathering is designed just for nonprofit Executive Directors to connect, share ideas, talk through challenges, and learn from one another in a relaxed, welcoming space.

📅 Wednesday, June 17
⏰ 9:00 – 10:00 AM
📍 Community Help Network, Inc. | Crown Point
💻 Registration: https://legacyfdn.fcsuite.com/erp/donate/create?event_date_id=6940

No formal program, just meaningful conversation with others who understand the work you do every day. We hope you’ll pull up a chair and join us!

05/21/2026

Even if you have some coverage through work, it may not be as comprehensive as you think.

Employer policies often cover only a portion of income and may not last long enough.

That gap can be easy to overlook until it matters.
Taking a closer look at what you have (or don’t have) is one of those small steps that can make a big difference over time.

If you’ve never reviewed your coverage or aren’t sure what’s in place, it’s worth a conversation.

05/21/2026

❤️ Heart of Lake County Awards – Nominations Are Open! ❤️

The Heart of Lake County Awards were created to honor the individuals, organizations, and businesses whose compassion, leadership, and service make our community stronger. These awards shine a light on the people who go above and beyond—often quietly—to create lasting, positive change across Lake County.

Do you know someone whose dedication truly reflects the heart of our community?

👉 Submit a nomination today and help us recognize those making an extraordinary impact in 2026.

Nominations close on Monday, July 1st at 5 PM: https://legacyfdn.org/community-programs/awards/

05/20/2026

“The 50/30/20 Rule” Budgeting doesn't need to be complicated. Here's a simple framework that works for many households.

Need help adapting this to your situation?