PlanWell

Paul talks about the newly passed Payroll Protection Program Flexibility Act. He touches on how some of the previous provisions of the PPP loan has changed, including the time span of using the funds and the amount that has to be used for payroll.

Paul speaks about what's going on in NC during phase 2 of the reopening plan. He talks about businesses that are open and those that aren't open as well as the restrictions that businesses have. He also gets into what Cary Estate Planning is doing during this phase.

Paul speaks with Jenny Bradley of Triangle Smart Divorce about how COVID-19 has impacted her firm along with her take on the topic of divorce and what she expects when we get back to "normal"

We also get know her on a more personal level when she takes the hot seat!

Paul discusses the statistics behind estate planning and how they've changed over the past few years. He also shares his own insights on why people aren't doing estate planning.

Paul talks with Chris Walsh, a Certified Financial Planner, about financial planning and how a financial advisor can be a helpful tool. Chris has a passion for what he does and helps people all over the Triangle manage their finances. Chris also created 'Wealth Wise' which is a great tool for younger professionals to start investing.

“We started Wealth Wise in 2017 because professionals require different things out of their financial advisor to be successful. We offer financial planning that is transparent, collaborative and focused on issues relevant to you." - Chris Walsh

Today Paul is joined by Cary Estate Planning's Marketing Coordinator, Austin. They discuss the PPP Loan and the issues surrounding it. Paul & Austin talk about the roll out of the program and what it means for small business owners in NC.

Today Paul talks about how COVID-19 has impacted estate planning in North Carolina. He goes into how we've made changes at Cary Estate planning to make sure our services are still accessible with the safety of our clients & staff as the top priority. He also speaks on how new laws might come into play for signing documents virtually.