Managing Your Digital (and Paper) Financial Life

This class was requested by a MTP student at the May 2024 Curriculum Kick-off. She noted that many older adults have both paper and electronic documents and are looking for better ways to manage their finances, organize their financial records, and not leave a mess for their heirs.

This class will discuss topics including debit vs. credit card use, online bill payment, creating an automatic payment inventory, automatic vs. one-time online bill payments, digital assets, two-factor authentication, e-filing taxes, and record-keeping recommendations for important papers. It will also discuss strategies to have a "good financial ending” to your life.