Student Loan Repayment Options

March 16, 2023
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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 […]

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Financial Foundations: Easy Strategies and Tips for Financial Success

March 3, 2023
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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 […]

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Market Commentary | Q1 2023 Halftime Report

February 28, 2023
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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 […]

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E31: How you know when it is time to Retire, interest rates and potential recession?

February 16, 2023
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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 […]

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Press Release: Two of Maine’s Prominent Independent Fee-Only Registered Investment Advisors Merge

January 23, 2023
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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 […]

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