The midterms won't ease borrowing costs. Here's what CFOs should do now
- Fortune
The midterm results could put AI and data-center investments under a brighter spotlight—but for CFOs, the bigger 2027 story may be the stubborn cost of borrowing.
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
Your Retirement Begins With a Conversation
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.
From Paycheck to Purpose
Learn How I Can Help
Retirement Income
Build reliable retirement income - and step away from work with confidence.
Learn More
Meet Nancy
I help position your assets to deliver consistent income and provide long‑term security.
About Me
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.
Parents and Guardians: Have You Claimed Your Child's 530A Trump Account?
- Broadridge Content
530A Trump Accounts have automatically enrolled American children.
Video: How Everyday Apps Feed Police Surveillance
- Bloomberg
Bloomberg investigative journalist Ryan Gallagher details how surveillance technology can track phones using commercially obtained data and why its use has fueled calls for greater privacy protections and oversight.
I Built My Identity Around My Career, Then Illness Took It Away. Here’s What I Learned About Purpose.
- Entrepreneur Magazine
A title can disappear overnight, but the skills beneath it don’t. Three questions to identify the strengths that carry over to whatever comes next.
Business leaders react as a 'blunami' sweeps America
- Business Insider
The 2026 midterm elections delivered shocking wins for Democrats on Tuesday evening, reshaping the balance of power in Washington. Business leaders, tech executives, and investors are now assessing what the new political landscape could mean for their industries.
How to Decide Whether to Build In-House, Buy an Existing Solution or Partner With Another Company
- Entrepreneur Magazine
When should a company build, buy or partner? Here's what you need to know.
Some Additional Materials for Your Use
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.