We need to keep an eye on surveillance pricing
- Financial Times
Old business practices are being reinvented in our algorithmic age, but consumers should not have to haggle with a machine.
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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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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.
Retiring at 62: Why the 'Right' Social Security Age Isn't Universal
- Forbes
There is no "right" age to take Social Security — just the right age for you and your individual situation.
US Economy Increasingly Revolves Around Data Centers, New Report Shows
- Investopedia
The U.S. economy increasingly depends on the buildout of data centers, according to the Federal Reserve’s “Beige Book” report.
Trouble in US bond market could mean higher prices are here to stay
- The Guardian
Concerns over rising inflation, continuing war with Iran, and the US’s record national debt have shaken the markets.
Sequence of Returns Risk: Why Timing Can Matter as Much as Returns
- Forbes
"Sequence of Returns Risk" is a critical threat to retirement plans; it occurs when market downturns coincide with withdrawals, forcing retirees to sell assets at a loss.
The age of (in)authentic perfection
- Financial Times
Musicians are turning to technology to make live performances sound both flawless and plausible.
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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.