Women Are Building Businesses. The Next Step Is Building Wealth
- Forbes
Building wealth through business ownership means creating more than income. Learn how women entrepreneurs can turn their businesses into valuable assets.
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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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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.
Making It Make Sense: The Roth 5-Year Rule
- Broadridge Content
The 5-year rule that applies to Roth IRAs and Roth 401(k)s can sometimes be a source of confusion.
Video: Longevity Boom Reaches America’s Pets
- Bloomberg
Pet owners are increasingly extending the longevity treatments humans pursue for themselves to their dogs, experimenting with supplements, red light therapy and drugs including rapamycin even as veterinarians urge caution about unproven treatments. US pet spending is projected to reach $165 billion in 2026.
OpenAI launches ChatGPT for Teens, promising a more age-appropriate chatbot
- The Associated Press
The idea is to guide teens toward healthy AI use in an age-appropriate environment, the company said.
They Were Paying Their Student Loans. Then the Rules Changed.
- The New York Times
In an unusual move, Congress worsened terms for some existing borrowers. Now they’ll have to pay more, and for a longer term.
Almost 20% Of Gen X Don’t Plan To Stop Working — 4 Better Retirement Options
- Forbes
Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.
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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.