How Letting Go of the Wrong Clients Helped Me Scale From 7 to 8 Figures
- Entrepreneur Magazine
Getting to seven figures is about who you let in. Getting to eight is about who you're willing to let go.
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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.
A.I. Has Rewarded Investors. It May Now Pose Their Greatest Risk.
- The New York Times
Near the midpoint of the year, stocks and bonds both report good returns. But the global stock market has become highly concentrated, our columnist says.
Roth Vs. Traditional: The Retirement Tax Decision That Could Save You Hundreds Of Thousands Of Dollars
- Forbes
Roth vs. Traditional is a tax‑timing decision: pay tax now or later.
The Future Of Business: AI Agents And Bionic Workers
- Forbes
Companies and their fintech partners are rolling out a new generation of agentic AI agents capable of independently completing assigned tasks. The proliferation of these agents across the business world is bringing new urgency to the question: Will AI replace human workers?
Education Department Begins Notifying Student Loan Borrowers They Have 90 Days To Switch Plans
- Forbes
The Education Department has started sending mass notices to student loan borrowers in the SAVE plan, giving them 90 days to move to a different repayment plan.
When Market Benchmarks Become the Trade, Investors Should Be Careful
- Forbes
Market benchmarks can guide investors, but they become dangerous when they replace judgment in AI, spinoffs, forced selling and special situations investing.
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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.