Executive Summary On this episode of Financial Discretion Advised, Tyler and Abrin tackle Investment Planning Strategies. Getting on a Routine Investment Plan Abrin explains how creating a routine investment plan can help set you up for success. By setting up automatic contributions, you can start the “baby steps” to building…
Executive Summary On this episode of Financial Discretion Advised, hosts Abrin and Tyler bring on Craig Joncas to discuss the ever-popular financial strategy of Roth Conversions. Craig is one of the managing partners of Penobscot Financial Advisors and has over a decade of experience in the field. Traditional IRA vs Roth IRA …
Executive Summary This week’s episode gets us ready for the long-awaited transition to 2021, as advisors Abrin Berkemeyer CFP® and Tyler Hafford go over New Year’s Resolutions to get your finances in order. Goodbye 2020 and Hello 2021! Resolution #1 – Build a Budget Abrin and Tyler dive into the importance of starting at the basics….
Executive Summary This week’s episode gets into the holiday spirit as advisors Abrin Berkemeyer CFP® and Tyler Hafford dive into the common questions they get from relatives at the Thanksgiving table, as well as the financial planning tools they are most thankful for. Tune in and see the Things your…
Executive Summary Listen to this week’s podcast episode to learn the ABCs of tax planning! Advisors Abrin Berkemeyer CFP® and Tyler Hafford explain the impact of the CARES Act on taxes this year, as well as some tax planning basics. We encourage you to reach out to your financial advisor…
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…
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.
© 2021 Penobscot Financial Advisors. All Rights Reserved. Investment advisory services provided by Penobscot Financial Advisors. Please visit https://penobscotfa.com/disclosure-privacy-policy/ for important disclosures.