Video: Navigating the Economic Landscape
- Bloomberg
Yardeni Research President Edward Yardeni discusses inflation concerns, market optimism, a strong earnings season and personal retirement planning.
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.
How smart tech is being weaponised in the home
- Financial Times
Remote access to domestic devices is increasingly being used to manipulate, intimidate and disturb. Policymakers and tech companies are grappling with safeguards. How to protect yourself.
What The Latest Inflation Report Means For Your Retirement Plan
- Forbes
A cooler CPI report doesn't automatically mean lower prices. Learn how inflation affects your retirement planning, including income, withdrawals, investments and savings.
Eight Bosses on Their Biggest Money Regret
- Bloomberg
The professional and personal finance lessons these founders and CEOs have learned from the mistakes they made along the way.
When Should You File For Social Security? It’s More Than Just Your Age
- Forbes
Choosing when to file for Social Security isn't about hitting age 62, 67, or 70—it's personal. Here's how to find the best filing age for you and your spouse.
After spending $45,000 to convert a guest house for my mom in our backyard, we've spent nearly $400,000 on her memory care
- Business Insider
Long-term care insurance helps cover costs of extended care for chronic illness or disability. Alison George's story highlights what it costs to care for parents without it.
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.