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Monday 8am - 6pm Tuesday 8am - 6pm Wednesday 8am - 6pm Thursday 8am - 6pm Friday 8am - 6pm Saturday 8am - 1pm

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Shaun Schultz, Licensed Agent with New York Life

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Fort Collins, CO
Shaun Schultz, Licensed Agent with New York Life

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Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual's experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. New York Life
3003 E Harmony Rd STE 110
Fort Collins, CO 80528

Colorado General Office
2000 S Colorado Blvd
Tower 2 Suite 1100
Denver, CO 80222

11/03/2026

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they may be treated for federal income tax purposes.

Thankfully, not all the money you receive in retirement is subject to federal income tax.

10/29/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

10/27/2026

There is no single retirement income strategy that works for everyone. Building retirement income often involves balancing income stability, growth potential, flexibility, and long-term sustainability.

The right approach depends on your goals, needs, and priorities. If you'd like to explore which retirement income strategies may be most appropriate for your situation, let's schedule time to talk.

10/22/2026

Is it time to add more federal income tax brackets? A new analysis says yes.

10/20/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

10/15/2026

Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.

10/13/2026

One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.

10/08/2026

Many Americans (60%) have spent money on something expensive they later regretted, and a majority with regrets have more than one, according to a new NerdWallet survey.

10/06/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

10/01/2026

These common financial traps can potentially drain your budget and erode your wealth-building capabilities.

These common financial traps will drain your budget and erode your wealth-building capabilities.

Address

3003 E Harmony Road STE 110
Fort Collins, CO
80528

Opening Hours

Monday	8am - 6pm
Tuesday	8am - 6pm
Wednesday	8am - 6pm
Thursday	8am - 6pm
Friday	8am - 6pm
Saturday	8am - 1pm

Telephone

+15129709736

Website

facebook.com

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