Phil Perry, Keenan Financial

07/07/2020

A (temporary) new lease on life for the PPP program. Applicants have until August 8th now!

About $130 billion of $660 billion approved for the Paycheck Protection Program remains available.

06/17/2020

BIG guidance updates on from Treasury, especially for self-employed borrowers and business owners receiving owner's compensation replacement. Message me if you have questions

06/09/2020

More big news on

Treasury has removed the '60% cliff' from the Paycheck Protection Program (PPP) Flexibility Act

Cue more collective sighs of relief

Today, U.S. Treasury Secretary Steven Mnuchin and Small Business Administration (SBA) Administrator Jovita Carranza released a joint statement regarding the passage of the Paycheck Protection Program (PPP) Flexibility Act, which was enacted on Friday

05/11/2020

Lots of folks are making hard decisions these days- don't go it alone. Contact me so we can evaluate ALL of your options and build a plan to keep you, your family, or your business on track.

Many newly unemployed Americans may have to dip into retirement funds to cover expenses. Even if you don’t, you have some decisions to make.

04/30/2020

There's never been a better reason to get your financial house in order. Message me now and let's talk about YOUR financial priorities. Together let's build a plan to make your dreams and goals a reality.

Of U.S. investors with $100,000 or more in assets, the figure is slightly higher.

04/27/2020

PPP is Back!

Are you self-employed, and thinking about trying to 'double-dip'?

Short answer- Probably not a good idea.

Message me and let's come up with a plan for you for now, AND for the long-term.

Here's how to navigate emergency small-business funds and unemployment benefits at the same time.

04/25/2020

If you're not feeling quite as confident about your retirement anymore, let's talk. Working with a professional advisor and putting a solid financial plan together can do a lot for your peace of mind, and your retirement.

A survey by the Employee Benefit Research Institute in late March shows confidence levels among both workers and retirees for their retirement prospects beginning to slip.

04/24/2020

at last!! Congrats to all my Massachusetts attorney friends, this should've been done a long time ago but I'm glad you've won your fight and that you and your clients will all be safer moving forward.

Massachusetts lawmakers on Thursday passed a bill that allows for notaries public to remotely perform work central to estate planning, mortgages, and more, in a move hailed by local private sector leaders as crucial during the novel coronavirus pandemic.

04/24/2020

is back, but you'd better act fast.

Message me if you need help applying for small business assistance from Treasury or the SBA programs. I'm here to help save businesses

The new round will go even quicker, so those who missed out must choose the right bank and move immediately.

04/22/2020

I've always enjoyed supporting small, local businesses... but sometimes, it's an absolute pleasure!

Last weekend I put together a little birthday party for my girlfriend, with a little help from some of my favorite North Shore small businesses. Big shout out to Flourish Bake Shoppe and Dom's Sausage Co Inc. for helping make her birthday a LOT brighter!

Dom's has since temporarily closed, but please continue to support Flourish Bake Shoppe and all of your own favorite small businesses, as they find creative ways to still go the extra mile for folks like us!