07/07/2020
A (temporary) new lease on life for the PPP program. Applicants have until August 8th now!
Trump signs extension of COVID-relief PPP fund for businesses
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
home.treasury.gov
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
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.
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.
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.
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.
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.
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
PPP Is Back With $310 Billion in Additional Funding, But Small-Business Owners Must Act Fast
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!