Schultz Retirement Solutions, Inc.

06/03/2026

🍕 Client Appreciation Day is almost here!
We're excited to spend another afternoon with our clients enjoying fresh fire-baked pizza and good company.

We still have available time slots, so if you'd like to join us, now is a great time to RSVP for your pizza and pickup time.

Family and friends are welcome—we simply ask that they're included in your RSVP.

Call 503-543-3844 or email us at [email protected] to reserve your spot, select your pizza, and choose a pickup time.

05/05/2026

“What should I do with my 401(k)?”

It’s a question that tends to sit in the background for a while. Contributions are happening. The balance grows. There’s no immediate reason to make a change.

But as retirement gets closer, it becomes something people want to understand more clearly.

Leave it where it is?
Roll it into an IRA?
Use it for income – and when?

There isn’t one answer that fits everyone. What matters more is how that account fits into everything else you’ve built. Learn more by checking out our most recent blog post on our website: www.schultzretirement.com/what-to-do-with-401k-at-retirement

04/30/2026

Retirement can feel like something that’s always out ahead. There isn’t usually a single moment where it shifts. More often, it’s a gradual realization that things are getting closer – and the questions start to feel more practical.

Things aren’t just about saving anymore, but about how everything you’ve built is actually going to be used. That’s where a lot of people find themselves pausing and taking a closer look.

We put together a simple article around that stage – what tends to come up, and what’s worth thinking through. Check it out: www.schultzretirement.com/what-to-do-with-401k-at-retirement

A simplified starting point for Required Minimum Distributions--rules, common mistakes, and charitable options some retirees ask about.

04/20/2026

Our phones are now back up and running. Thank you for your patience while we worked through the issue. If you left a voicemail over the weekend, we’re working through messages and will be following up as soon as possible. We appreciate your understanding!

04/17/2026

Good morning – just a quick update from our office: our phones are still down. We’re able to receive voicemails, but still can’t take or make calls just yet.

If you need to reach us, please leave a message and we’ll be in touch as soon as things are back up. Thanks so much for your continued patience.

04/16/2026

⚠️Our phones are currently down. We are still able to receive voicemails, but we are unable to take or make calls at this time.

If you need to reach us, please leave a voicemail and we will return your call as soon as possible once service is restored. Thank you for your patience!

03/26/2026

When retirement is far out, the focus is clear – save consistently, stay invested, and keep moving forward. But as it gets closer, that same growth can quietly shift your risk picture in ways that are easy to overlook when everything looks good on paper.

Retirement readiness isn't just about the number in your account. It's about whether the structure behind it still fits the life you're about to step into.

That's the kind of shift our latest blog covers. If retirement is starting to feel real, it's worth a read.
🔗 schultzretirement.com/from-saving-to-living

03/20/2026

This is the question we hear most from people who are close to retirement.

Not from people who made mistakes – but from people who did everything right. And still feel a quiet uncertainty about how it all fits together now.

That feeling is exactly what our latest blog is about. It's worth a read if retirement is starting to feel less like someday and more like soon.
🔗schultzretirement.com/from-saving-to-living

03/13/2026

Retirement planning feels simple… until it starts feeling close. For years the focus is clear: save consistently and stay invested.

But when “someday” starts turning into “soon,” the question changes: “How will this actually work when I stop working?”

That’s where retirement planning begins to shift.

We just published a new article that explains:

• Why the focus moves from saving to coordinating
• What tends to change in the years before retirement
• And why the first step is usually getting organized, not making dramatic moves.

Read the article here: https://www.schultzretirement.com/from-saving-to-living

02/19/2026

When it comes to Required Minimum Distributions (RMDs), most issues don’t come from ignoring the rules – they come from uncertainty.

Some of the most common challenges we see:
• Forgetting an old account
• Having multiple custodians
• Not knowing which account to use
• Feeling unsure about the process

These are normal questions. The key is catching them early and having a clean, intentional process.