You Don’t Need a Yacht. You Need a Personal Plan for Life After You Exit Your Business
- Entrepreneur Magazine
A successful exit depends on measuring a personal plan by clear progress. Here’s how to gauge it.
Income You Can Retire On
Turn Savings into Freedom
Work Optional, Income Dependable
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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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.
From Paycheck to Purpose
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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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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.
31% Holiday Shoppers Expect To Spend More—But Value Still Wins
- Forbes
Too early? Holiday spending is rising, but inflation and greater selectivity are reshaping how consumers define value—and how retailers must compete.
How to Scale Globally Without Losing What Made You Worth Scaling in the First Place
- Entrepreneur Magazine
The things that made you successful domestically can actively work against you if you don't adapt how you lead when you scale globally.
US mortgage rates brush 7%, weighing on buyers, sellers and further straining a bleak housing market
- The Associated Press
The weekly average rate on a 30-year fixed-rate home loan has been rising for months and this week climbed to just below 7% — its highest level in over 19 months.
Qualifying Small Business Stock Rule
- Broadridge Content
Qualified small business stock is a type of tax-favored investment in certain small businesses; the Internal Revenue Code provides a tax break to help qualifying small businesses raise capital. A number of Internal Revenue Code requirements apply. Essentially, however, this is stock issued by those domestic C corporations whose assets do not exceed $50 million. Noncorporate investors may exclude 50 percent of any capital gain from the sale or exchange of qualified small business stock issued after August 10, 1993 (if holding period and other requirements are met).
Your Investing Edge Isn’t Information. It’s Temperament.
- Forbes
Getting an edge in investing isn't easy today. Technology has leveled the playing field. The best remaining advantage an investor lies in temperament and time horizon.
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