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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Technology tips to make your next trip even better.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
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.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Do you know how to set up your financial goals for success? This knight does.
Make your retirement as exciting as your next vacation.
What is your plan for health care during retirement?
$1 million in a diversified portfolio could help finance part of your retirement.
Here’s a crash course on saving for college.
Do you have causes that you want to support with donations? Here are three tips.