Wheatland advisors, Inc. was established in 1987 as an independent investment-counsel firm to provide structured portfolio management based on the individual needs of each client.
Wheatland Advisors, Inc. and Orrstown Financial Services merged in 2016 with the vision of offering the community a tailored investment portfolio process. Our partnership offers the experience and peace of mind that also comes with a community bank advisor available for all our clients’ fiduciary and estate planning needs.
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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here are five facts about Social Security that might surprise you.
There are a few things to consider when buying or leasing your next vehicle.
With alternative investments, it’s critical to sort through the complexity.