Lisa Rohrbaugh, CFP - Financial Advisor at Rampart Wealth Strategies LLC

08/26/2026

Wag that tail - - It’s National Dog Day! Dogs provide companionship, keep us safe, and aid those in need. Studies show they improve physical and mental health, too. On this special day, show your pups how much you appreciate them.

08/21/2026

🗓️ Did you know that today is National Senior Citizens Day? 🗓️

❤️ This is a fantastic time to honor seniors' wisdom, resilience, and contributions in our communities.

❤️ You can spend time with a loved one or even volunteer at a senior center. How do you plan on celebrating today?

08/21/2026

Time to keep to the budgeting basics! Excel is the tried and true digital platform for creating a budget. Thankfully you don’t need to be an Excel wiz to meet your budgeting needs. Here’s how to start using Excel to build out your budgeting plan!

Creating a budget is needed on your financial journey. However, you need the tools to start. This post includes simple steps for creating a budget in Excel.

08/14/2026

Wanting to create a realistic budget that sets you on the right financial path? This financial calculator can help you compute your needs, wants, and savings & debt goals using the 50/30/20 budgeting method. Check it out!

This free budget calculator uses the 50/30/20 rule to suggest how much of your monthly income to should go to needs, wants and savings.

08/07/2026

Statistics show that 29% of Americans report having to delay significant purchases because of debt. All the more reason to build and follow a solid budget. Check out these other financial stats! Do any apply to you?

Personal anecdotes provide you with minimal information, and clickbait headlines can mislead. Financial statistics don't lie. Learn what they say.

08/07/2026

The Purple Heart is more than a medal. It is a symbol of sacrifice, bravery, and unwavering commitment to our country. On National Purple Heart Day, we pause to recognize and thank the men and women who have borne the wounds of war in service to our nation.
Today, and every day, we honor their service and sacrifice.
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08/05/2026

Ready to tackle back-to-school season without breaking the bank?

Discover these easy-to-use budgeting hacks to ease the financial strain. Swipe on for clever tips to help start the school year off on the right foot!

Know someone who could use these tips? Tag them to share!

08/04/2026

Mmmmm, warm and gooey... What's better than a warm cookie right out of the oven? Not much! Wishing you a Happy National Chocolate Chip Cookie Day.

08/03/2026

08/01/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

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