A Checklist For Your Retirement Digital Plan

Few of us look forward to dealing with tech issues in our own lives. But since retirement planning requires effort, and the effort is aimed towards a desired goal, why not add digital planning to the mix? 

According to Steve Parrish, JD, RICP®, CLU®, ChFC®, AEP®, Adjunct Professor of Advanced Planning, Co-Director of the RICP® program and the New York Life Center for Retirement Income, it is important to have a checklist of digital planning considerations as part of your retirement planning process. Life will be disrupted with retirement anyway, so it’s a good time to make changes to one’s digital plan. 

Learn more about things to include in your Retirement Digital Plan (RDP) here.

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