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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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Orrstown Bank - Retirement

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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Orrstown Bank - Investment

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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Orrstown Bank - Estate

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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Orrstown Bank - Insurance

Insurance

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

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Orrstown Bank - Tax

Tax

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

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Orrstown Bank - Money

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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Orrstown Bank - Lifestyle

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

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Social Security Tax Estimator

Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

 

Understanding Money Market Funds

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Capital Gains Tax When Selling Your Home

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Retirement Savings Goals: How to Help Make Up for Lost Time

Discover practical tips and strategies for setting and refining your retirement savings goals as you near retirement.

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.

Giving Back in Retirement: New Strategies for a New Phase

Are you rethinking how you'll give back in retirement? Consider these opportunities that don’t require financial commitment.

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Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

What's Your MPG?

Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

What Rate Would I Need to Earn on My Savings?

Work backwards from your savings goal to find the rate of return you'd need to get there.

How Can I Save a Million Dollars?

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Annuity Comparison

Compare annuity options to see how each one could affect your long-term income outlook.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

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