In Episode 4, All Things Social Security, Abrin and Tyler call upon the wisest among us, Jim Bradley, to shed some light on Social Security, how it is calculated, and Social Security income strategies. You can watch the episode on our YouTube Channel or listen to it on any of…
James Bradley & Sam Chaplin discuss the current investment climate in the wake of the US Presidential election, Coronavirus and earnings season. You can watch the video above or read the commentary below. Market Review July kicked off the third quarter with a bang as stocks surged throughout much of…
In light of the COVID pandemic, the CARES act has created new planning opportunities, including the ability to deduct up to 100 percent of your income for charitable contributions. This important incentive comes at a crucial time when the need is great. Planning your charitable giving, however, should be done in a way…
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…
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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