We’re going to continue this series of videos for folks approaching retirement on important items to have on your “aging checklist.” Today, we are going to discuss technology related items.
Here are some thoughts to consider.
Technology:
- Make a list of all online login information for banking, trading, and investing accounts.
- Make a list of social media accounts and credentials.
- You should also note What services are being used to store data on the cloud, what are the login credentials, and what is located where?
- And here’s a Planning Tip:Begin streamlining and consolidating what services you use. It can be cumbersome for family members to keep track of multiple account login credentials and storage services that serve similar functions. The goal of this streamlining and all the aforementioned point to put on your checklist, will make life much simpler if you are unable to handle certain technology related tasks as you age.