Rampart Wealth Management

Rampart Wealth Management Rampart Wealth Management offers more than 35 years of investment experience along with full service financial planning. Contact us for a free financial review!

We specialize in retirement planning, college planning, 401(k) rollovers and much more!

The S&P 500 hit a 52-week high earlier this month. Is it destined to take a negative turn, or can it continue to rise? C...
07/07/2023

The S&P 500 hit a 52-week high earlier this month. Is it destined to take a negative turn, or can it continue to rise? Commonwealth research analyst, Tom Logue, offers his analysis:

It took the S&P 500 a year to reach a new high. Will it be another 52 weeks before it does so again? Research analyst Tom Logue explores the possibilities.

If you have your assets in an irrevocable trust for your children, you’ll want to know about a change in the taxation ru...
07/06/2023

If you have your assets in an irrevocable trust for your children, you’ll want to know about a change in the taxation rules that apply to this type of inheritance. Read on for details: https://bit.ly/3JLfapu

Property, such as your home, held in an irrevocable trust 'that is not included in the taxable estate at death' will no longer receive a step-up in basis. Here’s why the wording of that is key.

If you earn over $145k per year and want to make catch-up contributions to your retirement account, you’ll need to put t...
07/05/2023

If you earn over $145k per year and want to make catch-up contributions to your retirement account, you’ll need to put that money in a Roth IRA. Find out why this change was made, and how it will affect your taxes: https://bit.ly/443AzCy

Catch-up contributions are about to change. Starting in 2024, some workers who make catch-up contributions to employer-sponsored retirement plans, like a 401(k), will have to put this money in a Roth account. This means that they cannot deduct these contributions from … Continue reading → The po...

Commonwealth director, fixed income, Sam Millette, breaks down the most recent data reports, including consumer confiden...
07/03/2023

Commonwealth director, fixed income, Sam Millette, breaks down the most recent data reports, including consumer confidence, in his latest Economic Release Snapshot. Don’t miss it:

What does the latest data reveal about the state of the U.S. economy? Commonwealth's Sam Millette breaks down the numbers in his Economic Release Snapshot.

The current maximum monthly Social Security payment anyone can receive is $4,555. Read on for ways you can try to secure...
06/29/2023

The current maximum monthly Social Security payment anyone can receive is $4,555. Read on for ways you can try to secure the biggest retirement benefits:

Want to score the biggest retirement benefits from Social Security? This is the salary you have to pull down to get $4,555 a month.

Mandatory coverage for 401(k) participants who meet the definition of Long-Term Part-Time (LTPT) employees begins on Jan...
06/27/2023

Mandatory coverage for 401(k) participants who meet the definition of Long-Term Part-Time (LTPT) employees begins on January 1, 2024. Here’s what you should know ahead of time to ensure these employees aren’t forgotten:

Mandatory Long-Term Part-Time (LTPT) employee coverage in 401(k) plans begins January 1, 2024! Is your organization prepared?

Does your chronological age match up with how old you feel? While feeling younger than you are might suggest you’re in d...
06/22/2023

Does your chronological age match up with how old you feel? While feeling younger than you are might suggest you’re in denial, research shows feeling years—or even decades—younger correlates with better overall health. Learn more:

Older adults who feel young at heart may not only live longer, but also may have more life satisfaction, lower dementia risk and reduced depression symptoms.

The projected estimate for next year’s Social Security cost-of-living adjustment is 2.7%, a large decrease from this yea...
06/21/2023

The projected estimate for next year’s Social Security cost-of-living adjustment is 2.7%, a large decrease from this year’s 8.7%. The figure is based on inflation slowing down, but that data may not translate to consumer costs. Here’s why: https://yhoo.it/3X8ajUL

The Senior Citizens League now estimates that the Social Security cost-of-living adjustment for 2024 could be 2.7%.

Household spending fell 0.2% from May 2022 to May 2023, but a look at generational data paints a clearer picture. Baby B...
06/20/2023

Household spending fell 0.2% from May 2022 to May 2023, but a look at generational data paints a clearer picture. Baby Boomers and Traditionalists are spending more while Millennials, Gen Z, and Gen X are cutting back. Why the gap?: https://bit.ly/463GGbA

Baby Boomers are living it up, splurging on cruises and restaurants. Younger Americans are struggling just to keep up.

Unlike during American oil booms of the past, the U.S. oil industry is not rushing to increase production this time. Tha...
06/15/2023

Unlike during American oil booms of the past, the U.S. oil industry is not rushing to increase production this time. That push to produce more typically results in a boom/bust pattern, so will a shift toward moderation prevent an eventual bust?: https://bit.ly/3J4EGpt

Business is pretty good in America's busiest oil patch. Prices are high enough to turn a profit and then some. But instead of going wild, producers have been aiming for something new: Discipline.

Thinking of moving to the suburbs? Here’s what to consider from a financial perspective:
09/15/2020

Thinking of moving to the suburbs? Here’s what to consider from a financial perspective:

Online searches for home listings with suburban ZIP codes grew 13% this spring compared to the same point in 2019.

Opportunities are scarce right now, which can be a scary prospect for those seeking work. Consider these 5 ideas when em...
09/08/2020

Opportunities are scarce right now, which can be a scary prospect for those seeking work. Consider these 5 ideas when embarking on a job search amid the pandemic: https://bit.ly/333SACC

Looking for a new job during an economic downturn is hard. These five tips can help increase your chances of landing something good.

Address

2805 Wehrle Drive Suite 8
Williamsville, NY
14221

Opening Hours

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

Telephone

+17162763774

Website

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