Phil Perry, Keenan Financial

Phil Perry, Keenan Financial

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Phil Perry, Keenan Financial, Financial planner, 294 Washington St, Boston, MA.

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


home.treasury.gov

PPP Breaking News: Treasury Announces Relief From 60% Cliff 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


PPP Breaking News: Treasury Announces Relief From 60% Cliff 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

Lost Your Job but Still Have a 401(k)? Here’s What to Do With It 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.

Lost Your Job but Still Have a 401(k)? Here’s What to Do With It 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.

A Quarter of Americans Seek Financial Advice for the First Time 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.

A Quarter of Americans Seek Financial Advice for the First Time Of U.S. investors with $100,000 or more in assets, the figure is slightly higher.

Unemployment and PPP: 5 Things You Need to Know 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.

Unemployment and PPP: 5 Things You Need to Know Here's how to navigate emergency small-business funds and unemployment benefits at the same time.

Coronavirus Erodes Confidence About Retirement Finances 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.

Coronavirus Erodes Confidence About Retirement Finances 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.

Amid the coronavirus pandemic, Mass. lawmakers greenlight remote notarizations - The Boston Globe 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.

Amid the coronavirus pandemic, Mass. lawmakers greenlight remote notarizations - The Boston Globe 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.

Timeline photos 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!

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294 Washington St
Boston, MA
02110