Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
- The Economist
Watch out for indigestion.
Income You Can Retire On
Turn Savings into Freedom
Work Optional, Income Dependable
Your Paycheck, Reimagined
Coordinated Strategies for a Confident Retirement
Guidance You Can Trust For What's Next
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Retirement Starts Here
Retirement Starts Here
Welcome to Schultz Retirement Income Solutions!
I help clients turn their lifetime of savings into a dependable income stream. Together, we’ll create a clear plan that minimizes taxes and aligns your investments, Social Security, pensions, and other assets to support your lifestyle throughout retirement.
I am committed to "teeing" you up for success by offering expert advice, encouragement, and logistical help.
"Caddying people through the back nine of their lives by providing guidance, support, and friendships during the later years of life's journey."
Learn more about what the Portfolio Risk Analysis tool can do for you:
Free Portfolio Risk Analysis
Take the next step and use the complimentary Portfolio Risk Analysis below, a tool that will help us begin developing the right investment strategy for you.
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Retirement Income
Build reliable retirement income - and step away from work with confidence.
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Meet Nancy
I help position your assets to deliver consistent income and provide long‑term security.
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Be in the Know
Read up on Retirement and Related Financial Topics
Premium content - with a focus on transitioning into retirement - licensed from the world’s most respected publishers including Forbes, The Wall Street Journal, Bloomberg, The New York Times, and more.
How Much Cash Should You Hold in Retirement?
- Forbes
Understanding how much cash to hold during your retirement can be a delicate balance.
I Built Movement Into My Company’s Workday — Here’s How It Changed Focus and Output
- Entrepreneur Magazine
If your team feels slower or burned out, it might not be the workload. It might be how little they move during the day.
The Ultimate Guide to Financial Literacy For Adults
- Investopedia
Financial literacy is the ability to understand and make use of a variety of financial skills. Those with higher levels of financial literacy are more likely to spend less income, create an emergency fund, and open a retirement account than those with lower levels. Some of the basics of financial literacy and its practical application in everyday life include banking, budgeting, handling debt and credit, and investing.
I cofounded an app that made over $1 million in the last year. We pivoted 5 times and made one big mistake before finding success.
- Business Insider
Alex Ruber and his cofounder, Parth Chopra, entered YC's fall 2024 batch with an AI shopping tool. After running at a loss, they pivoted through five to six ideas before finding success. He said their biggest mistake during the search for a winning app was how they handled pivots.
Your Friend Group Has a Financial Culture. You May Not Have Chosen It.
- The New York Times
Our spending habits are often influenced by our social circles. You can help shape what it looks like.
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Resources
Our Content Library contains articles, newsletters, and videos that can help you stay up to date on financial issues. From timely articles that reflect the current news cycle to pieces that can help guide you through major life events, you’ll find reliable, educational information here. We also provide calculators to help support a wide range of decisions you may be facing right now.