Inheriting Wealth Is One Thing. Inheriting A Business Is Another
- Forbes
Explore how the Great Wealth Transfer could leave more women inheriting family businesses and the choices and responsibilities that come with ownership.
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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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.
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.
What Happens to Stocks and Bonds When the Fed Raises Rates?
- Forbes
Explore how stocks and bonds have performed during past Fed rate-hike cycles, and learn what history may signal for investors as interest rates rise.
A 30-Year Study Followed Students Into Their Careers. Here’s What It Revealed About the Power of Investing in People.
- Entrepreneur Magazine
A 30-year study of scholarship recipients offers an unusual look at what can happen when people are given opportunities early in life.
Annuities in Retirement: Where They Fit and Where They Don't
- Forbes
Annuities are often a polarizing retirement topic. Determine if they are right for you, and how they may fit into your own plan.
Direct and Indirect Compensation: Understand the Full Cost Structure
- Broadridge Content
For retirement plan sponsors, fee oversight rarely ends with the number on an invoice. Some plan costs are billed directly and plainly. Others are embedded in investment expenses, routed through fund companies, or paid to service providers through revenue-sharing arrangements that can be harder to spot — and even harder to benchmark.
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.
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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.