Executive Summary We invited Jan Miller, a nationally-renowned student loan expert, to our Advisor Huddle to talk about repayment options, forgiveness programs, and tips for determining what might be best for borrowers. DISCLAIMER: The foregoing content reflects the opinions of Penobscot Financial Advisors and is subject to change at any time without notice. Content provided […]
Executive Summary No matter how big or small your financial goals, the journey to achieving them starts with simple steps. But those first few steps can impact how quickly and efficiently you achieve your goals. During this presentation, Craig Joncas, CFP® of Penobscot Financial Advisors covers easy strategies and tips on: * Preparing for financial […]
Transcription Sam Chaplin: Hi everybody. My name’s Sam Chaplin. Today is February 16th, 2023. We’re coming to you with our halftime report for the first quarter here. You might have noticed in the past, we usually release our commentaries towards beginning of the quarter but we’re now writing commentaries at the beginning of the quarter […]
Executive Summary In this Episode of Financial Discretion Advised, host Tyler Hafford CPF® brings in Jim Bradley CFP® to talk about when someone might know it is time to retire. They dive into some personal experiences and what they commonly see with their clients. Additionally, the two dive into the murky waters of the interest […]
In this PFA Advisor Huddle, we break down key provisions of the Consolidated Appropriations Act of 2023. The legislation is also known as the SECURE Act 2.0 since it builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019. We assume you don’t have time or want to read the Act’s […]
Penobscot Financial Advisors and Portland Integritas Advisors join to expand their national reach Portland, Maine, January 23, 2023 – Portland Integritas Advisors and Penobscot Financial Advisors (PFA) have merged under the PFA company name. Together, PFA now serves more than 740 clients and manages nearly $350M in assets. Karen Elise Kilbride, CFP®, CPA, started working […]
We’re taking a fun detour and sharing a few of the PFA team’s favorite holiday flavors and traditions. If you try your hand at any of these recipes or want to share your favorite, we’d love to hear from you! Jim Bradley – Jimbo’s Legendary Popovers If you’ve ever been to the Jordan Pond House […]
Executive Summary Recessions are a normal part of the business cycle. Economies grow and contract with peaks and troughs of activity. Since 1857, the U.S. economy has experienced 34 business cycles of growth and recession, with recessions occurring on average about once every 5 years. Since WWII, that average has shrunk to once in every […]
