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Knowledge is power. Protect yourself and your money by arming yourself with information. We're here to make sure you really get what's going on with your money. Read up below, then call your Orrstown Financial Advisor for on the spot service and the information that matters most to you.

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Retirement

There’s so much information out there, it’s hard to know whom to trust. Find reliable, easy-to-understand facts, tips and news about retirement here.

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Investment

An educated investor starts with advantages and ends with better returns. Learn more here, then give your Orrstown Financial Advisor a call.

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Estate

You don’t have to be wealthy to be concerned about leaving your legacy in proper order – you just have to be informed. Start learning about your options here.

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Insurance

Learn what’s available, explore your options and discover ways to evaluate and manage your risk.

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Tax

Taxes don’t just happen once a year. Plan and prepare for maximum benefits.

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Money

Making a budget is one thing. Sticking to it is something else entirely. Here you’ll find tips on budgeting and other ways to manage your money.

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Lifestyle

What does “living within your means” really mean? Finances permeate every aspect of life. Here are some ways to live a lifestyle that makes sense for your financial situation.

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Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

 

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Five strategies for managing your student debt.

Directors and Officers Liability Insurance

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Putting a Price Tag On Your Health

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The tax rules governing profits you realize from the sale of your home have changed in recent years.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Doubling Your Money

This calculator demonstrates the power of compound interest.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Women and Retirement

Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

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