The Blog

Summer’s End: The Perfect Time to Get Financially Organized

Sep 6, 2017

Barron’s magazine gave the free, online storage service FidSafe — Get it? “Fid Safe” — five stars for being what it called “the first cloud-based safe deposit box we’ve seen that’s secure enough to organize everything from financial statements, insurance policies, and real estate records to a will, IRA beneficiaries, and even passwords.

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Five Ways to Get Financially Organized This Summer

Aug 7, 2017

Summer can be the perfect time to get your financial and family documents in order. FidSafe® can help: Two out of three users surveyed feel more prepared, better organized with important files in FidSafe.

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FidSafe® provides the ability to securely save and share all documents involved in the estate planning process

Feb 9, 2017

Fidelity recently introduced the Fidelity Estate Planner®, an easy-to-use online service exclusively for customers that helps individuals organize information and documents, become informed on estate planning matters and necessary decisions, and connect with an estate planning attorney.

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Family Conversations – The Key to Developing and Documenting Meaningful End-of-Life Plans

Nov 28, 2016

End-of-life conversations and planning can be tough. Research by The Conversation Project has found that 90% of the people who were surveyed think it’s important to have these discussions, but only 30% have actually had them. Sometimes the prospect of engaging in these conversations is daunting, but having tools to guide the process can help.

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Do Your Adult Children Have Access to Their Essential Documents?

Sep 12, 2016

Now that the work of unpacking boxes and room furnishings is behind you, it’s time to think about providing your child with the important documents they will need as they enter the world of adulthood.

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