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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The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Knowing the rules may help you decide when to start benefits.
Good employee health can be great for the company’s bottom line.
To choose a plan, it’s important to ask yourself four key questions.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Agent Jane Bond is on the case, cracking the code on bonds.
Even low inflation rates can pose a threat to investment returns.
Would you guess that Millennials are effectively saving for retirement? Well, they are.