Digital & Financial Tools for Retirees

Crossing the Digital Divide

These days, there are plenty of gadgets designed to help us monitor our health, stay in touch, and manage our households. They come in a variety of smartphone apps, wearable devices, computers, tablets and smart appliances.

One of the obstacles to widespread adoption is that not all of us grew up using this technology. It can be intimidating to try out new devices, which grandchildren seem to pick up with ease. While our learning curve may be steeper, it isn’t insurmountable.

Communication is More Virtual

Many retirees are using email, smartphones, social media, apps and online portals to automate and monitor finances. However, simply understanding the perks doesn’t make it any easier to adopt new digital tools. Sometimes it can make it all the more frustrating, when we can’t get our electronics to work just right.

It may be helpful to focus on learning one type of gadget or task at a time. For instance, you may start by learning to use a smartphone, or an easy-to-use voice-enabled technology, such as Siri.

Resources to Help Adults Learn New Technology:1

SeniorNet:

Offers a variety of basic online computer courses geared toward older adults.

Visit SeniorNet.org or call (239) 275-2202 for more information.

Oasis Connections:

Offers free computer and digital technology classes at local senior centers, church halls, public libraries and employment centers across 30 U.S. cities.

Visit OasisNet.org/connections or call (314) 862-2933, ext. 272.

Lifelong Learning Institutes (LLIs):

Offer a variety of courses to retirees, including technology.

Contact local colleges and universities to find an LLI that offers computer/technology classes for adults. UT Informal Classes has some good options.

The Retirement Instructor’s Technology Suite

We provide a host of tools at your disposal. Some are more complicated than others, so don’t hesitate to contact us if you have a question!

Our Financial Reporting Software:

Tax planning, social security, investment reporting, forecasting and much more! These powerful data visualizations will change your perspective on your investments.

TD Ameritrade Portal:

If you have a TDA account with us, then you should definitely take advantage of this tool. Your TD Ameritrade account lives on AdvisorClient.com. Understand your transactions and find your account information on here.

AssetLock Portfolio Monitoring:

Receive account alerts whenever your account:
• Receives deposits
• Earns dividends
• Reaches a new High Water Mark
• Has Elevated Risk (yellow)
• Triggers AssetLock (red)

Solomon API:

Solomon API is a complimentary feature for clients with TDA accounts. Solomon is an artificial intelligence tool that utilizes quantitative modeling,real-time global data assimilation and translation to help investors capture bull market opportunities. Solomon also assists in avoiding severe market corrections. Solomon works together with AssetLock (the next tool on our list) to evaluate your portfolio, based on key characteristics of a long-term investment plan.

Have a Question About Our Financial Tools? Give us a call: (512) 638-9499

 

Sources:
1 National Council for Aging Care. Sept. 14, 2018. “How to Become Tech Savvy Seniors in 10 Days.” http://www.aginginplace.org/how-to-become-tech-savvy-for-seniors-in-10-days/. Accessed Oct. 11, 2018.
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