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.

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?

Today, we remember those who gave everything. The men and women who served and never came home.Some of us knew them. Som...
05/25/2026

Today, we remember those who gave everything. The men and women who served and never came home.

Some of us knew them. Some of us are here because of them.

We will be closed today in

However you spend today, take a moment to pause. Enjoy the long weekend, but hold space for what it actually means.

To the families carrying that loss: we honor them with you.

Cap and gown season is here. 🎓Congrats to every graduate walking this month, you earned this moment. 🥳The late nights, s...
05/21/2026

Cap and gown season is here. 🎓
Congrats to every graduate walking this month, you earned this moment. 🥳

The late nights, stress, and uncertainty all led here, and we know there are a lot of proud (and emotional) people in the audience. ❤️

To the new grads:
➡️ Start investing early, even small amounts matter
➡️ Take the employer match if you have it
➡️ Build a 3–6 month emergency fund first
➡️ Understand your student loans early
➡️ Just start your budget, it doesn’t have to be perfect

The habits you build now shape your financial future.

Congrats, Class of 2026 👏

Who else has a pet that runs the household? May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something w...
05/18/2026

Who else has a pet that runs the household?

May is National Pet Month, and whether it's a dog 🐕, a cat 🐈, or something with scales or feathers, pets have a way of taking over.

They love us unconditionally. They give us so much joy. They are a big part of the fabric of our families.

If you have one, or three, or had one in the past, then you know. ❤️
Share a pic of your fur baby(ies)!

Retirement planning usually covers income, investments, and Social Security.But what about care?If your health changes l...
05/14/2026

Retirement planning usually covers income, investments, and Social Security.

But what about care?

If your health changes later in life—who steps in, how is it paid for, and what does it cost your family?

That’s the conversation most people delay.

The biggest mistake we see? Waiting.

Start the conversation early.

Think you have to claim Social Security at 62? That’s a myth and it can cost you.Claiming early can reduce benefits by a...
05/12/2026

Think you have to claim Social Security at 62? That’s a myth and it can cost you.

Claiming early can reduce benefits by about 30%, while waiting until 70 can increase them by up to 77%.

Your benefit is based on your highest 35 earning years, and once you claim, the amount is locked in for life (with COLAs).

Timing matters and it may be one of the most important retirement decisions you make. 📊

💐 Happy Mother's Day weekend to all the moms, stepmoms, grandmothers, and mother figures who have and continue to shape ...
05/10/2026

💐 Happy Mother's Day weekend to all the moms, stepmoms, grandmothers, and mother figures who have and continue to shape us all!

So much of how we think about generosity, responsibility, and what's worth protecting traces back to what we learn from the women in our lives.

Happy Mother's Day!

As a small business, we know the weight that comes with it.The decisions, the long days, the constant balance between pa...
05/04/2026

As a small business, we know the weight that comes with it.

The decisions, the long days, the constant balance between paying yourself, reinvesting, and planning for the future, it’s not simple.

But it’s worth it. Because small businesses don’t just serve communities, they help build them.
This week, skip the chain and support a small business instead. 🙌

And drop your favorite local spot in the comments so we can check them out! 👇

Get to know CPA and Retirement Advisor Zeb!
04/21/2026

Get to know CPA and Retirement Advisor Zeb!

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

Alerts

Be the first to know and let us send you an email when RetireWise Tax and Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category