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.
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.Learn More
An educated investor starts with advantages and ends with better returns. Learn more here, then give your Orrstown Financial Advisor a call.Learn More
Learn what’s available, explore your options and discover ways to evaluate and manage your risk.Learn More
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Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Here’s a guide to explain all the parts of Medicare.
Second marriages are a trigger event to revisit any existing estate strategies.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The tax rules that govern donating art are complex and confusing. Take a closer look.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here is a quick history of the Federal Reserve and an overview of what it does.
Why are 401(k) plans, annuities, and IRAs so popular?
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Agent Jane Bond is on the case, cracking the code on bonds.
Taking your Social Security benefits at the right time may help maximize your benefit.