As the tech bubble deflates, turn to old-fashioned valuation rules
- Financial Times
Did SpaceX mark the moment the air started coming out? OFVRs will help you ride out the ensuing volatility.
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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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Retirement Income
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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.
Elite Students Are Turning Away From Cushy Jobs in Finance, Tech and Consulting. Here’s the Unexpected Route They’re Taking Instead.
- Entrepreneur Magazine
Instead of accepting summer internships at tech or finance companies, students at Princeton and Yale are pursuing different dreams.
The 30-Year Story of American Household Wealth: A Big Drop, Then a Bigger Climb
- Investopedia
The typical U.S. household got wealthier over 30 years, but the path included a steep Great Recession drop. Home values and stock gains helped rebuild household wealth, pushing median net worth above its 2007 peak by 2022.
Remote Work Was Supposed to Help Recent Grads Find Jobs. It May Be Hurting Them Instead.
- Entrepreneur Magazine
A new study of 400 million job postings found entry-level hiring has fallen 14% since 2019. Researchers say remote work is to blame.
How Useful Is Your Passport In 2026 For The Best Global Mobility?
- Forbes
A passport is more than just a travel document—it's a marker of your rights and place in the world. The Global Passport Index 2026 rates the best ten, and America isn't in.
Airlines are redesigning travel around their highest-paying passengers
- The Associated Press
They may arrive at the same destination, but two passengers on the same flight can have strikingly different travel experiences.
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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.