The huge economic slowdown in 2020 has created planning situations unlike we’ve ever dealt with. The stimulus payments from the CARES Act, paid out in the spring of 2020, were actually advance tax credits on your 2020 return. Obviously, in the spring of 2020, no one had filed their 2020…
Executive Summary On this episode of Financial Discretion Advised, Tyler and Abrin tackle the Maine Real Estate Market and some homebuying tips. The Market is Hot! Abrin and Tyler start off talking about the current state of the Maine Housing Market. Right now, things are extremely competitive with a lot…
WHAT ARE YOUR FEES? There are a few ways you can choose to engage with PFA. However, one item we do NOT charge for is the introductory process. If you’d like to schedule a meeting to discuss your goals/needs, get to know each other and understand these fees feel free…
PFA is a Fee-Only Advisor. This means we are only paid through the fees we charge to our clients, and CANNOT be compensated through ANY other means. No commissions, no revenue sharing from investments, no insurance sales – or anything else you can think of. It’s important to understand that…
At Penobscot Financial Advisors, we believe the best way to empower people is through education, which is why we’ve created a series of three workshops that cover key areas of personal finance. These seminars are both fun and informative—but never a sales pitch. Every presentation is delivered by one of our knowledgeable financial planners and each is designed with the same objective: to leave participants feeling inspired to take small steps towards improving their overall financial wellbeing.
We’re currently booking financial planning and asset management seminars for 2020. Want us to come to your place of work? Have your human resources or benefits departments reach out to us by emailing info@penobscotfa.com or calling (207) 990-1901 in order to start the scheduling process.
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…
Penobscot Financial Advisors sponsored the University of Maine Alumni Association‘s 2020 Rising Star Award. Congratulations to Jennifer Desmond, class of 2014, for her numerous contributions to the University of Maine community. You can view the video of her award HERE and read more about it HERE.
Team PFA is participating in this year’s Freezin’ for a Reason Polar Plunge on February 29th to benefit Camp Sunshine. We are teaming up with Welch Sign in the first of what we hope will be many joint volunteering and fundraises efforts in our local community. Camp Sunshine at Sebago…
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