Schultz Retirement Solutions, Inc.

06/25/2026

⚠️Our office will be closed Thursday, June 25th, and Friday, June 26th for our annual staff retreat. We'll be using the time to focus on planning, learning, and strengthening our team. We'll be back in the office on Monday and ready for the week ahead. Thank you for your understanding.

06/12/2026

You may notice a small change the next time you stop by our office. We've recently moved into a larger space within the same building and are now located at the double-door entrance shown in the photo. New door and window signage will be installed soon, but in the meantime, this photo should help point you in the right direction.
📍 52469 Columbia River Hwy, Scappoose

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!