The Blog

Planning a Trip? Keep Important Travel Related Documents at Your Fingertips

Aug 4, 2016

The summer and fall seasons are a great time to take off for rest and relaxation. For some, that means hitting the road with friends or family. For others, it’s the perfect time to plan a vacation. In either case, FidSafe® is an ideal way to organize your travel-related documents.

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Fidelity helps families secure their most important documents in a virtual safe deposit box

May 25, 2016

Knowing exactly where all of your most important documents are located can be critically important in the event of an emergency, and yet according to a recent survey of Fidelity Investments’ customers, less than half (41 percent) of respondents know where all of their family’s most important documents are stored.

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Everyone Wants a Stress-Free Retirement – Don’t Let Managing Paperwork Get in the Way

May 24, 2016

Retirement planning often focuses on finances, but that’s just one part of what’s needed to be truly ready to enjoy these years. Another task that should be at the top of your list for a stress-free retirement is safely storing and sharing key documents.

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Congratulations! You’ve Filed Your Taxes…Now What Documents Do You Need to Save and for How Long?

Apr 20, 2016

April’s tax deadline has come and gone and you met the filing deadlines (way to go!), but before you put all that behind you, you must decide what documents to…

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It’s Tax Time! Tips to Simplify the Process

Mar 28, 2016

You know the scene – you’re working on your tax return and there is paper everywhere. Whether you are preparing your own tax return or working with a tax advisor, it’s imperative to get critical documents organized as quickly and efficiently as possible.

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