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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
What kind of auto insurance should you have? Do you know?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Understanding the value of a home warranty.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.