How To Fund Your Business at Every Stage
- Investopedia
Finding ongoing funding for your business is a separate challenge from starting it and can be just as difficult.
Income You Can Retire On
Turn Savings into Freedom
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Your Paycheck, Reimagined
Coordinated Strategies for a Confident Retirement
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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."
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Retirement Income
Build reliable retirement income - and step away from work with confidence.
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I help position your assets to deliver consistent income and provide long‑term security.
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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 Would You Have to Withdraw From a $1 Million IRA Once RMDs Begin?
- Investopedia
Required IRA withdrawals begin at age 73 or 75, depending on your birth year, and each withdrawal is based on the previous year’s end balance.
The Year of Fed Irrelevance Is Almost Complete: The Treasury Is the New Sheriff in Town
- Forbes
With the US Treasury embarking on Fiscal QE and yield curve twist, the Fed will be forced into an uncomfortable situation which makes its actions increasingly less relevant.
The 4 Tax Moves That Could Pay for Your Next Summer Vacation
- Entrepreneur Magazine
Waiting until year-end to think about taxes isn't just stressful — it's expensive. Here's what to do right now while you still have room to act.
Values Reveal Themselves Under Pressure. Here’s How to Turn Yours Into a Competitive Advantage.
- Entrepreneur Magazine
Mission-driven leadership doesn't live in the statement on your wall — it lives in the trade-offs you make when nobody would fault you for taking the easier path.
Market Week: August 24, 2026 (Video)
- Broadridge Content
See key market data for the week ending August 21, 2026.
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