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

Income You Can Retire On

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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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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.

This CEO is horrified by sports gambling online. So this football season, he'll pay you not to do it

Wednesday, September 09, 2026 - Fortune

What if sports betting losses could be redirected into investing instead—turning a moment of regret into the start of a better money habit?

Video: Canada's Carney Takes Calculated Risk in US Trade War

Tuesday, September 08, 2026 - Bloomberg

Canada imposed tariffs of up to 50% on hundreds or products from the US as Prime Minister Mark Carney bets that standing up to President Donald Trump will help with Ottawa's negotiating position.

The world’s $2tn interest bill

Tuesday, September 08, 2026 - Financial Times

Many countries now spend more on debt servicing than defence, including the US, France and the UK.

We need to keep an eye on surveillance pricing

Thursday, September 10, 2026 - Financial Times

Old business practices are being reinvented in our algorithmic age, but consumers should not have to haggle with a machine.

Retiring at 62: Why the 'Right' Social Security Age Isn't Universal

Thursday, September 10, 2026 - Forbes

There is no "right" age to take Social Security — just the right age for you and your individual situation.

US Economy Increasingly Revolves Around Data Centers, New Report Shows

Thursday, September 03, 2026 - Investopedia

The U.S. economy increasingly depends on the buildout of data centers, according to the Federal Reserve’s “Beige Book” report.

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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.