He uses his computer to make presentations with graphs of our holdings, etc. They’re pretty fancy-looking. Sometimes we need him to explain what it all means. They have pie charts on them showing how our estate is growing and whatnot. He emails, too, and sends us websites and other things when he wants us to know about something.
Louise, 83, Nichols Hills, Okla.
Our advisor is very up to date on the technology. He has all the latest devices. He works out of his home to keep his costs down and does a lot through email. He has a monthly newsletter he sends out to his clients via email. I don’t always get around to reading it—don’t tell him! He has even had us sign documents through email, things you would have had to do in person before. So that’s been a real time saver.
John, 75, Cherry Hills, Colo.