Recent Posts

PFA Ponderings
October 28, 2021

Estimated Taxes

Estimated Taxes There always seems to be a mystique around estimated taxes.  Often, we run into situations where people are not making estimated tax payments when they should, and sometimes, making these payments when they don’t really need to. Estimated tax payments are rendered unnecessary for most taxpayers, because most…
PFA Ponderings
October 25, 2021

Open Enrollment

It’s OPEN ENROLLMENT season One thing I love about Maine: Seems like we have more ‘seasons’ than just about anywhere.  Sure, some will say we have the four standard seasons: Spring, winter, fall, and the Fourth of July.  To that list, you can add mud season, black fly season, blueberry…
PFA PonderingsPodcast: Financial Discretion Advised
September 14, 2021

E19: Questions of the Month

https://youtu.be/GUvfxv8HFBE Executive Summary In this episode of Financial Discretion Advised, Abrin and Tyler work through some recent questions from clients. They also debut a new podcast segment, “In the Headlines”.    In the Headlines:  We saw the August Jobs report a miss 235,000 out of expected 750,000. However, unemployment numbers are starting to…
PFA Ponderings
August 27, 2021

Why we don’t do hourly planning

“No battle plan survives first contact with the enemy” Helmuth von Moltke, Prussian Field Marshal - 1871 Financial Planning, as a service, is an amorphous term.  It has been used to describe the process of selling financial products to consumers, legal and accounting work, and investment management.  However, doing ‘real’…

Seminars

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.

Upcoming Events