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.
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…
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.
It’s easy to scan all your important documents to digital copies—see the three options listed below. But first, it’s helpful to understand why digitizing documents is so beneficial.
Beginning on October 29, 2015, FidSafe® will be offered by XTRAC Solutions, an independently operated Fidelity Investments company with more than 20 years of experience in workflow and document management. FidSafe…
There's no time like the present to prepare for your family's future. Get started with FidSafe at no cost.
