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.

Health-care coverage (including Medicare) typically does not cover extended medical care.
09/02/2026

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
08/31/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.
08/29/2026

Divorce is a painful process. Avoid financial mistakes that may have life-long consequences.

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
08/28/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

10 tips that can head-off marriage money problems.
08/26/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
08/24/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

This piece presents an overview of fundamental steps to consider when a loved one passes.
08/22/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

The financial risks to consider when evaluating self insurance?
08/21/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

The savings rate is the government’s estimate of how much U.S. households are saving.
08/19/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

A home warranty may make sense, but you need to set proper expectations.
08/17/2026

A home warranty may make sense, but you need to set proper expectations.

Understanding the value of a home warranty.

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11039 Broadway
Crown Point, IN
46307

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