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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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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Helpful Content
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Debunking Money Myths: Saving is Impossible in This Economy
Discover money-saving tips and challenges to help you build wealth and reach your financial goals, even in tough times.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Glossary of Scam Terms
A helpful glossary of current scams.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Making a Charitable Gift
Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.