Penobscot Financial Advisors

🎉 Giving Tuesday is Almost Here! Maximize your impact and tax benefits this holiday season! From donor-advised funds to qualified charitable distributions, learn how to give efficiently while making a meaningful difference. 👇 https://lnkd.in/ePfUj3as

Jim is back on the George Hale Ric Tyler Show 🎙️ Catch him sharing smart holiday spending tips on the Money Men segment. Listen now: https://lnkd.in/ekZKAw4k

𝗖𝗹𝗶𝗲𝗻𝘁 𝗙𝗲𝗲𝗱𝗯𝗮𝗰𝗸 𝗠𝗲𝗮𝗻𝘀 𝗘𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 At Penobscot Financial Advisors, we pride ourselves on providing personalized, high-touch service for each client. Here's what one of our valued clients had to say. See all our reviews here 👉 https://bit.ly/3YnmJdX & https://bit.ly/4f179du

Curious about what’s happening in the market? Here’s a quick look at this quarter’s biggest trends and what they could mean for your investments 𝐁𝐨𝐭𝐭𝐨𝐦 𝐋𝐢𝐧𝐞? Diversifying for balance can help you ride the waves of these trends. Get the details in PFA’s full Market Commentary, authored by our own Jim Bradley. https://lnkd.in/eE3uyysN 𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘛𝘩𝘪𝘴 𝘱𝘰𝘴𝘵 𝘪𝘴 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺. 𝘍𝘰𝘳 𝘱𝘦𝘳𝘴𝘰𝘯𝘢𝘭𝘪𝘻𝘦𝘥 𝘢𝘥𝘷𝘪𝘤𝘦, 𝘤𝘰𝘯𝘴𝘶𝘭𝘵 𝘢 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭.

Hannah Tackett, IACCP® and Zachary Tackett enjoyed an afternoon of pickleball with Big Brothers Big Sisters of Southern Maine’s Pickleball for Potential fundraiser. To learn about how you can get involved with Big Brothers Big Sisters of Southern Maine, follow the link below. https://lnkd.in/eufd2wRw

Maximizing Your Maine Pension Income Deduction Are you taking full advantage of the tax-saving opportunities available to Maine retirees? The Maine Pension Income Deduction can help eligible retirees keep more of their hard-earned retirement income. Explore our latest insights and see how we can help you leverage this opportunity. 📖 https://lnkd.in/ehUK664p

The CPI index is dropping but why are prices still going up? James Bradley, CFP®, CFA, CAIA and the Money Men discuss this question along with addressing a startling statistic that revealed student loan delinquency rates were higher in the state of Maine compared to other states.

𝗢𝗰𝘁𝗼𝗯𝗲𝗿 𝗶𝘀 𝗡𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗠𝗼𝗻𝘁𝗵 Whether it’s legacy planning, portfolio management, or preparing for retirement, our team is ready to partner with you on a customized approach that aligns with your unique vision. Let’s make this October the month you take meaningful steps toward financial confidence and peace of mind.

Positive economic developments sparked a widespread rally across stocks and bonds in the third quarter. Get the details in PFA’s Market Commentary, authored by our own James Bradley, CFP®, CFA, CAIA.

Check out our weekend at Bradford Camps during our annual PFA retreat!