"Caddying my clients through the back 9 of their lives."

Income You Can Retire On

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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

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.

Education Department Begins Notifying Student Loan Borrowers They Have 90 Days To Switch Plans

Wednesday, July 15, 2026 - 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

Friday, July 10, 2026 - Forbes

Market benchmarks can guide investors, but they become dangerous when they replace judgment in AI, spinoffs, forced selling and special situations investing.

What I Learned About Tenacity From an Entrepreneur Who Had Every Reason to Quit — But Didn’t

Monday, July 13, 2026 - Entrepreneur Magazine

Here's why most founders in North America give up too early.

As the tech bubble deflates, turn to old-fashioned valuation rules

Monday, July 06, 2026 - Financial Times

Did SpaceX mark the moment the air started coming out? OFVRs will help you ride out the ensuing volatility.

Elite Students Are Turning Away From Cushy Jobs in Finance, Tech and Consulting. Here’s the Unexpected Route They’re Taking Instead.

Tuesday, July 07, 2026 - Entrepreneur Magazine

Instead of accepting summer internships at tech or finance companies, students at Princeton and Yale are pursuing different dreams.

The 30-Year Story of American Household Wealth: A Big Drop, Then a Bigger Climb

Monday, July 06, 2026 - Investopedia

The typical U.S. household got wealthier over 30 years, but the path included a steep Great Recession drop. Home values and stock gains helped rebuild household wealth, pushing median net worth above its 2007 peak by 2022.

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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.