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RetireWise Tax and Wealth Advisors

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Topeka, KS
RetireWise Tax and Wealth Advisors

RetireWise Tax and Wealth Advisors is a financial services company with a specialized approach. In short, we help people make financial decisions successfully!

We help people recapture wealth they are unknowingly and unnecessarily transferring away. RetireWise Tax and Wealth Advisors, is a financial services company with a very unique approach. We assist people in recapturing wealth they are unknowingly and unnecessarily transferring away. In short, we help people make financial decisions...successfully! Taking the next step on your path toward a confide

nt and joy-filled retirement is easy. To start building your path, call (785) 228-1234 or visit us at https://retirewisepath.com/contact/

Investment advisory services offered through RetireWise Tax and Wealth Advisors, Inc. A Kansas Registered Investment Advisor. Insurance and Annuities offered through RetireWise, Inc. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.

08/21/2026

Retirement isn't one decision. It's a stack of them, and they don't wait politely in line.

Plenty of firms will talk with you about your portfolio and stop there. That's an important conversation, and it's still only one piece of a bigger picture. When we build Your RetireWise Path™, we look at how 5 areas move together:

▪️Income, so money shows up reliably once the paycheck stops
▪️Investments, sized to the risk you can live with
▪️Taxes, planned ahead instead of discovered in April
▪️Health care, including the years before Medicare begins
▪️Legacy, so your documents match your intentions

Change one, and you've changed the rest. A larger withdrawal this year can lift your tax bill, raise your Medicare premium two years out, and shift what's left for your family. That's why we plan them side by side.

See how the process works at retirewisepath.com/our-process.

08/20/2026

One year in our Manhattan office!
We’re so grateful to our amazing clients and team members who have helped make this first year so special.
We were excited to celebrate this milestone with a ribbon cutting and, most importantly, with the clients and community who have supported us along the way!

08/18/2026

Last week, the S&P 500 briefly hit record highs, and the Nasdaq drew fresh enthusiasm for AI infrastructure spending. However, Friday reversed some of that optimism, as sluggish retail sales and rising oil prices tied to Strait of Hormuz tensions pointed to a slowing consumer colliding with a potential energy shock.

Swipe for more information. And as always, do not hesitate to reach out with any questions or concerns. We are here to be a resource for you.

08/14/2026

Some people assume their financial strategy is in better shape than it is. Not because they're careless. Because they're busy.

Today is National Financial Awareness Day. These are four questions worth sitting with:
•If something happened to you tomorrow, would your family know what you have, where it is, and what to do?
•Are you on track to replace your income in retirement, or are you assuming you will be?
•Has your financial strategy changed as much as your life has in the last 12 months?
•If markets dropped tomorrow, do you have written goals or a general sense of what you'd do?

You don't have to answer all four today. But if one made you pause, that's the one worth paying attention to.

08/12/2026

Happy Birthday Andy! Wishing you a wonderful day and an amazing year ahead filled with happiness, success, and new opportunities! Hope you have a fantastic birthday!

08/11/2026

Many families plan for long-term care by saying, "We'll deal with it when the time comes." Unfortunately, waiting often means fewer choices.

Nearly 70% of today's 65-year-olds will need some form of long-term care.

The average cost can range from $226,000 to $350,000 over three years. And those costs continue to rise.

Planning early matters because:
•Coverage is often more affordable when purchased sooner.
•HSA funds may be used to pay LTC premiums.
•Hybrid policies offer alternatives if you prefer more flexibility.

There is no coverage that works retroactively. The conversation your family keeps putting off is worth having before the decision gets made for you.

08/06/2026

This year, RetireWise Tax & Wealth Advisors is proud to celebrate 30 years of helping clients pursue more in retirement.

Over the past three decades, we've had the privilege of walking alongside our clients through every stage of life from planning for retirement to preserving legacies.

Thank you for trusting us with your financial journey. Your confidence in our team has made these 30 years possible, and we look forward to serving you for many more.

Here's to 30 years of wisdom, relationships, and planning for what's next.

08/04/2026

Happy 1-Year Anniversary, Zeb! 🎉

It's hard to believe it's already been a year since Zeb joined the team! We're so thankful for the positivity, dedication, and genuine care he brings to our team every day.

Thank you for all you do, Zeb. We're grateful to have you as part of the RetireWise family. Here's to celebrating this milestone and many more to come!

07/29/2026

When was the last time you updated your will?

For many people, the honest answer is “a while ago.” Or “I don’t remember.”

Estate documents get signed and then forgotten. But a lot can change over time.

A few things worth knowing:
•State estate taxes follow the property, not the person. A vacation home in another state can be taxed by that state's rules.
•Older trusts may need updates to reflect current laws.
•Inheritance tax depends on who receives, not what's left. Nieces, nephews, and unmarried partners may owe what a child wouldn't.
•The beneficiary form on a retirement account typically overrides the will. The form is filled out once and quietly controls millions.

A quick review of your estate plan can help ensure it still reflects your wishes. If you have a trust, consider speaking with a professional before making changes. Our team would love to help you.

07/27/2026

True or False: A grandparent-owned 529 plan hurts a grandchild’s financial aid eligibility.

False. That rule changed.

Distributions from grandparent-owned 529 plans no longer count as student income on the FAFSA, removing a major concern many families once had.

With tuition bills around the corner, now may be a good time to review:

•Whether a grandparent-owned 529 makes more sense than a parent-owned one for new contributions.
•Which account to use first if multiple accounts exist
•Gifting opportunities, including five-year superfunding
•Beneficiary updates if plans have changed

A quick review now could help your family make the most of their education savings strategy.

Address

2820 SW Mission Woods Drive
Topeka, KS
66614

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 3pm

Website

http://www.retirewisepath.com/

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