When You Put People First, Performance Follows. Here’s What I Wish More Leaders Understood.
- Entrepreneur Magazine
In a world obsessed with metrics and scale, the leaders who last are the ones who never forgot that people come first.
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
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Retirement Income
Build reliable retirement income - and step away from work with confidence.
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Meet Nancy
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.
Ping-pong sponges, ‘black smokers’ and floating somethings: the secrets of the deep sea
- The Guardian
The bottom of the ocean has barely been explored, but every journey to the deep reveals wondrous new lifeforms. As underwater mining gains momentum, we risk destroying one of the Earth’s last great wildernesses.
7 Costly Financial Mistakes That Can Quietly Derail a Growing Startup
- Entrepreneur Magazine
From weak bookkeeping and tax missteps to contractor errors and missed incentives, these seven financial mistakes can quietly drain cash, increase risk and slow startup growth before founders even notice.
Beyond Traditional Asset Classes: Exploring Alternatives
- Broadridge Content
Explore alternative asset classes beyond stocks, bonds, and cash.
How to Make Sure You Have Enough Money for Retirement
- Bloomberg
How much money do you really need to last for your retirement? It's a question investment professionals deal with on a daily basis. As Americans live longer, they have to "plan to get to and through retirement."
Long-Term Care Insurance Premiums Are Increasing: What to Consider Before You Buy a Policy
- Investopedia
Needing long-term care is now Americans' top retirement fear, ahead of outliving savings and the potential for Social Security cuts. Yet fewer than a third have planned for it, and the policies to cover it cost about 40% more than they did in 2020.2
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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.