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Happy 5/29 Day!

Posted by Realize Rev on 5/29/18 12:56 PM

May 29th is designated as National 529 College Savings Plan Awareness Day, an annual day to celebrate and publicize the benefits of using a 529 plan to fund your family's educational needs.

Revolution Partners has frequently and in-depth blogged on the benefits of 529s over the years including: “Six Reasons to Save for Education with a 529 Plan”, “Managing the Top Three Education-Planning Concerns” and “Reason 2 of 5 You Need a Financial Plan.” You can read those blogs and other thought provoking areas we advocate for on our site.

This year, we can report the tax act passed late in 2017 contains two substantial enhancements to 529 Plans beginning in and extending beyond 2018.

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Revolution Partners Announces New Hires: Lauren Sanders and Aimee Massey

Posted by Realize Rev on 5/15/18 2:14 PM

Revolution Partners, LLC has recently added Lauren Sanders and Aimee Massey to its team. 

Lauren’s expertise will have an immediate impact both on the processes and services we provide our clients and the systems we utilize to effectively deliver them. Her skill set in and enthusiasm for this work, in addition to her infectious laugh, make us fortunate to have Lauren as a part of our firm. 

Lauren is not a new face to those of us at Revolution Partners who spent time at Morgan Keegan. Her years of experience there, supporting financial advisors and designing innovative technology tools, helped their advisors deliver an improved client experience.  

We are sure when you have completed reading Lauren’s profile you will share our enthusiasm!

Read Lauren’s profile here. 

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Topics: Rev Announcements

Wes Advocates in Nashville

Posted by Realize Rev on 3/28/18 11:13 AM

When Wes Lacey was invited with other Certified Financial Planners® to visit the TN state legislature to advocate for aspects of fiduciary guidelines at the state level, we all agreed that it was a good use of his voice and his time.

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Happy Holidays! Watch a new video message from our team.

Posted by Realize Rev on 12/12/17 9:18 AM

Watch a short video message from Revolution Partners! 

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Reason 5 of 5 You Need a Financial Plan

Posted by Realize Rev on 11/30/17 1:02 PM

Part of a financial planning series by. 


For the fifth and, for now at least, the final installment in this series, here are some thoughts on how financial planning can help families prepare thoughtful documentation regarding how assets should be managed and distributed during the sensitive period after death.

The fifth reason why you, and your loved ones, might benefit from a financial plan is:

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Reason 4 of 5 You Need a Financial Plan

Posted by Realize Rev on 11/16/17 2:00 PM

Part of a financial planning series. 


Have you been following along with our series, or did it sneak up on you? Here is Reason 3, if you need to rewind. The fourth reason you might benefit from a financial plan is...

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Reason 3 of 5 You Need a Financial Plan

Posted by Realize Rev on 11/9/17 1:43 PM

Part of a financial planning series.


If you are just joining us, you may also be interested in the previous post; here is Reason 2

This article, which is Reason 3 in our series, is all about your financial aspirations. How will you know whether you are ahead, behind, or on track to achieve your goals? The third reason you may benefit from a financial plan is:

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Reason 2 of 5 You Need a Financial Plan

Posted by Realize Rev on 11/2/17 1:47 PM

Part of a financial planning series. 


Did you catch Reason 1? In the previous post, we addressed finding a required rate of return to meet your goals. We consider the target rate of return to be a building block of even the most basic financial plan. 

For this series, the second reason you might benefit from financial planning is: (tax) location, location, location...

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