Revolve Wealth Partners

Revolve Wealth Partners Real Financial Success Requires a Broader, Deeper & More Connected Approach

It is that time of year again, Tax Season! Getting a head start can be helpful in making this time of year more managea...
02/02/2026

It is that time of year again, Tax Season! Getting a head start can be helpful in making this time of year more manageable. As you begin receiving your 2025 tax documents, here are a few key things you can do to make tax season easier!

01/01/2026

Wishing everyone a happy and healthy New Year from the team at Revolve!

With Giving Tuesday here and the December 31st charitable giving deadline fast approaching, we wanted to share a reminde...
12/02/2025

With Giving Tuesday here and the December 31st charitable giving deadline fast approaching, we wanted to share a reminder that charitable contributions can be financially advantageous, especially when well-planned.

Here are some general strategies that you can employ:

🎁 Gift Appreciated Assets - Donating long-term appreciated assets like stocks directly can increase your donation's value by avoiding capital gains tax.

🎁 Donor-Advised Funds (DAFs) - Establishing a DAF allows for immediate tax deductions while supporting your favorite charities over time.

🎁 Early Contributions - Maximize tax benefits by making substantial donations during high-income years.

🎁 Qualified Charitable Distributions (QCDs) - If you’re 70½ or older, donate up to $108,000 tax-free from your IRA to a qualifying charity.

For tailored advice based on your unique financial goals, reach out to us today. We are here to help you make the most of your generosity.

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, wit...
11/19/2025

Are you aware of the 2026 contribution limits for tax-advantaged retirement accounts? If not, we’ve got you covered, with a quick look at what’s changing:

✅ 401(k), 403(b), 457, and TSP limits will increase to $24,500 (up from $23,500).
✅ Workers age 50+ can contribute an additional $8,000 (up to $32,500 total)
✅ IRA contribution limits will rise to $7,500, with a $1,100 catch-up option
✅ “Super catch-up” contributions for ages 60-63 remain at $11,250

Now is a good time to evaluate your current savings plan, explore your IRA options, and decide whether catch-up contributions make sense for your 2026 goals.

If you’re self-employed, it may also be worthwhile to review whether your SEP IRA or solo 401(k) plan needs an update.

Need help navigating these changes? Contact us to discuss how you can maximize these increased limits for your retirement strategy.

Medicare Open Enrollment opens October 15th and runs through December 7th—an important opportunity to review your curren...
10/13/2025

Medicare Open Enrollment opens October 15th and runs through December 7th—an important opportunity to review your current coverage and explore whether adjustments could better fit your healthcare and prescription needs. Megan and Robert from our planning team recently hosted a webinar covering timelines, plan options, and what to consider when making changes. Please click here to watch the webinar: https://attendee.gotowebinar.com/recording/2545386360880747695

We’d like to share some key considerations to keep in mind as you review your employee benefit options. Megan and Robert...
10/06/2025

We’d like to share some key considerations to keep in mind as you review your employee benefit options. Megan and Robert from our planning team recently hosted a webinar that walks through important aspects of open enrollment, and you can watch by clicking the link below: https://attendee.gotowebinar.com/recording/4469734019627584600

Address

411 Hackensack Avenue Suite 1005
Hackensack, NJ
07601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12013732163

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