As Inflation Cools, Is Now a Good Time to Make a Big Purchase?
- Forbes
This article discusses what you should consider beyond current inflation metrics when considering a big purchase.
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.
10 Items Retirees Can Sell to Simplify, Downsize and Increase Cash
- Investopedia
Working with a financial professional can help tailor a retirement plan to suit your lifestyle while identifying what you need to keep or sell.
What to know about Trump’s new tariffs on more than 80 countries
- The Guardian
Tariffs ranging from 10%-12.5%, taking effect on Friday, are US president’s latest effort to circumvent Congress
2 Brothers Started a $1.2M Side Hustle as Teens. The Blue-Collar Business Made $3M Last Year: ‘Young People Are Looking for Different Career Paths.’
- Entrepreneur Magazine
Kirk and Jacob McKinney's business began with a single pick-up truck. It relies on an app vibe coded by one of its teenage employees.
75% of Founders Regret Selling Their Business Within a Year — Here’s How to Walk Away With More Than Just Money
- Entrepreneur Magazine
Financial planning gets all the attention in a business sale — but the identity, community and sense of purpose you lose the day you sign are what most founders never prepare for, and what defines whether the exit was actually worth it.
What Geriatric Emergency Departments Do Differently
- The New York Times
These specialized units can help keep older patients out of the hospital, lower their health care costs and more.
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.