One of the first ‘new things’ I encountered in the business came as a result of the Taxpayer Relief Act of 1997. A bill sponsored by senator Bob Roth of Delaware became part of the Act and allowed for non-deductible IRA contributions to be made to a new kind of…
October 1st is somewhat special here in New England. Summer is officially done, leaves are changing, and some years (but not this one) we even have fall baseball! For those with college students, it’s also the beginning of FAFSA season. The Free Application for Federal Student Aid is now available…
A lot of estate planning work can be done relatively easily. Joint ownership and proper beneficiary designations can make things a lot easier for loved ones to handle after you die. Proper levels of insurance can make the survivorship needs of your loved ones easy to cover. In fact, for…
Even though Municipal Bonds are an age-old part of boring fixed-income investing, they are exotic-sounding enough that I think they earn a blog post all their own. What are they? Like with most bonds, Munis are debt instruments. They are issued by (you guessed it) Municipalities, including states, cities, and…
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 advisors and each is designed with the same objective: to leave participants feeling inspired to take small steps towards overall financial wellbeing.
We’re currently booking seminars for 2019. 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.
Team PFA retreated to the woods and got their hands dirty with Portland Trails today! We volunteered grooming a newer trail, creating a clearing and building a bench behind several of Portland’s Stroudwater area businesses. Check out the photos below!
We celebrated our grand opening by welcoming friends, family and new neighbors to our office, located at the corner of Hammond & Columbia Street in the heart of Downtown Bangor. We are excited to participate in the revitalization of Bangor. Since moving, we have seen our road re-paved, the sidewalk…
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