Revenge of the commute
- Business Insider
America's trips to the office are getting longer and the traffic jams are extending beyond the traditional rush hour
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
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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."
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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.
‘Smaller doses of exercise are a miracle cure’: 14 expert tips to protect your joints
- The Guardian
Life is much easier if you look after your hips, knees, elbows and shoulders – especially as you get older. Rheumatologists and orthopaedic surgeons explain how to work out, what to eat and how to talk to your doctor.
Three Ways in Which Greenspan Changed Forever the Way Markets Work
- Forbes
Greenspan's most important legacy is the impact he had on the behavior of financial markets — e.g. the Greenspan Put which linked Fed policy to stock market performance
From Kiplinger: Pack Patience When Dealing With Windfall
- Success
Among people who inherit, there’s a tendency to want to do one of two things: pay off the mortgage on the house or take your dream vacation. But before you do anything, here's what to consider.
How can I reduce my spending?
- Broadridge Content
To reduce your spending, you first need to know where your money goes.
Irrevocable Life Insurance Trust
- Broadridge Content
An irrevocable life insurance trust (ILIT), sometimes referred to as a wealth replacement trust, is a trust that is funded, at least in part, by life insurance policies or proceeds. If properly implemented, an ILIT can help minimize estate taxes and provide a source of liquid funds to your estate for the payment of taxes, debts, and expenses.
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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.