In Episode 4, All Things Social Security, Abrin and Tyler call upon the wisest among us, Jim Bradley, to shed some light on Social Security, how it is calculated, and Social Security income strategies. You can watch the episode on our YouTube Channel or listen to it on any of…
James Bradley & Sam Chaplin discuss the current investment climate in the wake of the US Presidential election, Coronavirus and earnings season. You can watch the video above or read the commentary below. Market Review July kicked off the third quarter with a bang as stocks surged throughout much of…
In light of the COVID pandemic, the CARES act has created new planning opportunities, including the ability to deduct up to 100 percent of your income for charitable contributions. This important incentive comes at a crucial time when the need is great. Planning your charitable giving, however, should be done in a way…
There are a lot of different ways to set up lifetime income from your TIAA contracts. Most of the decisions you need to make revolve around whether you want to provide income for your life, or for the lives (or shorter-term needs) of other loved ones. Choosing among these options…
Episode 3 is ready for viewing! We decided to record video as well as audio this go-around. You can watch advisors Abrin CFP® & Tyler discuss the planning process and how we create “living” plans… meaning it is not a set it and forget it process, but one that adjusts…
This week’s episode, Teamwork is the PFA Way, takes a look into our team approach. Learn more about the power of the team approach and what each member brings to the table by clicking the link below! To subscribe, find us on Apple Podcast, Google Podcasts, Spotify, PocketCasts, AnchorFM.
James Kane joined Penobscot Financial Advisors September 15th, 2020 as a Portfolio Administrator. James graduated from Loyola University Maryland with a degree in Finance, and has experience in equity research and trading – rewarding him with the skillset to tackle any challenge and deliver superior client service in his new…
PFA Launches a Podcast – Financial Discretion Advised Abrin Berkemeyer CFP® and Tyler Hafford recorded the first episode “What the F???” to kick off our new podcast Financial Discretion Advised. The two delve into the most important question to ask your financial advisor: Are you a fiduciary? After this quick…
Penobscot Financial Advisors sponsored the University of Maine Alumni Association’s 21st Annual Golf Classic last week. PFA team members Jim Bradley, Craig Joncas and Tyler Hafford enjoyed the day golfing for a great cause! We love maintaining close ties with the University of Maine communities and Alumni Associations. Higher education…
Changes are coming to the University of Maine Retiree Health plan. Here, in this post, we’re giving you what we’ve been able to find out about the new plan so far, and to give you some additional color to what you can get from the published information. If you want…
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