How can I reduce my spending?
- Broadridge Content
To reduce your spending, you first need to know where your money goes.
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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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.
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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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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.
Irrevocable Life Insurance Trust
- Broadridge Content
An irrevocable life insurance trust (ILIT), sometimes referred to as a wealth replacement trust, is a trust that is funded, at least in part, by life insurance policies or proceeds. If properly implemented, an ILIT can help minimize estate taxes and provide a source of liquid funds to your estate for the payment of taxes, debts, and expenses.
What Alphabet's 100-Year Bond Says About Faith in Big Tech
- Forbes
A company that did not exist 28 years ago has borrowed money repayable in 2126. The century bond is a curiosity, but it also marks how far investors have come to treat the hyperscalers as infrastructure rather than as technology.
The World Cup Is Here — and Your Employees Are Watching. Here’s How Savvy Leaders Are Staying Ahead of the Disruption.
- Entrepreneur Magazine
Leaders may fear global events like the World Cup for the disruption they may bring. But with the right tools, they can give employees and managers what they need to be on their A-game.
A Complete Guide to Deeds of Release: Definitions and Scenarios
- Investopedia
A deed of release confirms all claims on an asset are removed, allowing full ownership transfer. It is issued after paying off a mortgage or in employment settlements to confirm contractual obligations are satisfied.
‘I have nothing to lose’: Perplexity CEO says fear of failure is ‘the stupidest thing’ holding you back
- Fortune
In a moment shaped by layoffs, AI anxiety, and constant pressure to prove yourself, Perplexity CEO Aravind Srinivas has a simple message: fear of failure can hold you back.
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