RetireWise Tax and Wealth Advisors

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.

Most couples spend years planning financially for retirement, but far fewer talk about what retirement will actually loo...
06/24/2026

Most couples spend years planning financially for retirement, but far fewer talk about what retirement will actually look like together.

Where will you live?
What will your days look like?
Will you retire at the same time?

The biggest retirement gaps often come from conversations that never happened.

Before checking your portfolio again, sit down with your partner and start talking about the future you both want.

From dad jokes to life lessons, today we’re celebrating the fathers, grandfathers, and father figures who helped shape w...
06/21/2026

From dad jokes to life lessons, today we’re celebrating the fathers, grandfathers, and father figures who helped shape who we are!

Thank you for the lessons, support, hard work, and memories that continue to guide us every day.

We’re honored to share a few special photos from our team as we celebrate the fathers who mean so much to us.

Happy Father’s Day from all of us at RetireWise!

Our office will be closed today as we honor this important day in American history. We will reopen and resume normal bus...
06/19/2026

Our office will be closed today as we honor this important day in American history. We will reopen and resume normal business operations tomorrow!

Most people assume that a spouse's unused estate tax exemption passes to the surviving spouse automatically.It doesn't.C...
06/17/2026

Most people assume that a spouse's unused estate tax exemption passes to the surviving spouse automatically.

It doesn't.

Claiming it REQUIRES A FILING WITH THE IRS within 9 months of a spouse's death.

The IRS doesn't send a reminder. The deadline just passes.

A six-month extension is available, bringing the total window to 15 months. But the clock starts the day your spouse dies, not the day you think to ask about it.

This is exactly the kind of detail that gets lost in the fog of grief and estate administration.

It's also exactly the kind of thing we watch for on behalf of the families we work with. We also help families by working with their tax, legal, and accounting professionals to make certain that paperwork is completed in a timely manner.

Father's Day is at the end of this week. Before the dinner and the gifts, there's something The CDC reports that women a...
06/15/2026

Father's Day is at the end of this week. Before the dinner and the gifts, there's something The CDC reports that women are 33 percent more likely than men to visit the doctor and twice as likely to seek preventive care.

If there is a man in your life worth celebrating on Sunday, ask when he last had a checkup.

That conversation might matter more than any gift.

True or false: Setting up a trust means your estate will automatically avoid probate?False. And it’s one of the most com...
06/12/2026

True or false: Setting up a trust means your estate will automatically avoid probate?

False. And it’s one of the most common estate planning misunderstandings.

A trust doesn’t protect anything the day you sign it. Your assets need to be physically transferred into the trust.

If steps are missed, the trust may be nothing more than an empty legal container. Your estate could still go through probate, and the protections you planned for may not fully apply.

Many people put these plans in place as part of their retirement and legacy planning, but life gets busy and the follow-through gets overlooked.

It’s worth reviewing your plan with a professional to make sure what you’ve built is actually working the way you intended.

What would you do with a financial windfall?A business sale. An inheritance. A bigger-than-expected bonus.Most people th...
06/10/2026

What would you do with a financial windfall?

A business sale. An inheritance. A bigger-than-expected bonus.

Most people think they’d handle it well, but sudden wealth often brings emotional decisions, pressure from others, and costly mistakes.

Whether it’s a windfall or retirement planning, the best financial decisions are rarely rushed.

Sometimes the smartest move in the first 90 days is to pause, stay quiet, and build the right plan before making big decisions.

If you’ve watched a parent or grandparent go through this disease, you know it changes everything for the whole family.I...
06/04/2026

If you’ve watched a parent or grandparent go through this disease, you know it changes everything for the whole family.
In the middle of caregiving, important financial and legal conversations often get pushed aside.
Who can make decisions if needed?

Is there a long-term care plan?

Are retirement finances and documents organized?

Retirement planning isn’t just about saving for the future, it’s also about preparing for life’s unexpected moments.

Things like a power of attorney, healthcare directive, and care conversations are much easier to handle before a diagnosis than after.

If you have aging parents, this is a good time to start the conversation. We’re always happy to help.

It’s 5/29, so it only makes sense to talk about 529 plans. 🎓With college costs continuing to rise, this is one of the mo...
05/29/2026

It’s 5/29, so it only makes sense to talk about 529 plans. 🎓

With college costs continuing to rise, this is one of the most flexible tools families can use to plan ahead.

Most parents think the last tuition check means “game over” for college, but the data says it’s halftime.Many are still ...
05/28/2026

Most parents think the last tuition check means “game over” for college, but the data says it’s halftime.

Many are still financially supporting adult children, averaging about $1,400+ a month, often more than they’re saving for retirement.

This isn’t about being less generous, it’s about being intentional.

So the real question: is your support happening by design… or by default?

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

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