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…
Under the Affordable Care Act of 2010, Health Reimbursement Accounts – or HRAs – joined an already complex alphabet of healthcare funding options that exist for employees and business owners. HRAs are possibly the least understood of these because, for a lot of reasons, they have been used relatively scarcely. …
Two economists meet at a conference. One asks the other: “How’s your wife?” The second economist responds: “Compared to what?” People who have been on earth at least as long as I have will recognize the riff off the king of the one-liners, Henny Youngman. More on Henny later,…
“I am more concerned with the return of my money than the return on my money.” Will Rogers Two things seem to occur pretty reliably during periods of market stress and uncertainty: People become very interested in safe places to put their money, and the return on safe assets drops…
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