The 4 Tax Moves That Could Pay for Your Next Summer Vacation
- Entrepreneur Magazine
Waiting until year-end to think about taxes isn't just stressful — it's expensive. Here's what to do right now while you still have room to act.
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.
Values Reveal Themselves Under Pressure. Here’s How to Turn Yours Into a Competitive Advantage.
- Entrepreneur Magazine
Mission-driven leadership doesn't live in the statement on your wall — it lives in the trade-offs you make when nobody would fault you for taking the easier path.
Market Week: August 24, 2026 (Video)
- Broadridge Content
See key market data for the week ending August 21, 2026.
Lettuce. Blueberries. Eggs. Jalapeños. Why are there so many food-safety scares this summer?
- Business Insider
This summer alone, Americans have been warned about a massive Cyclospora outbreak linked to iceberg lettuce — 10,930 confirmed illnesses, 454 hospitalizations, and two deaths — plus Salmonella in jalapeños and eggs and E. coli in frozen blueberries. Then there are the recalls.
AI Is Quietly Changing Retirement Planning
- Forbes
AI may be changing how people plan for retirement, but what's the best way to use it?
The AI Bubble and the U.S. Economy
- Forbes
AI investment is driving U.S. growth but creating financial fragility. Here is what investors should watch as valuations and infrastructure spending climb.
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.