Employee hub / Learning library
Learning library
Learn what you need, when you need it.
Articles, monthly guides, explainers and replays from the Pathwise team. Filter by topic or search by keyword.
All topics Using your benefit Budgeting & spending Debt & student loans Taxes Retirement Insurance & protection Family, estate & legacy Holidays & year-end
Using your benefit
Start here: what your Financial Wellness benefit includes and how to use it.
Article · Sep 2025
Use Your Financial Wellness Benefit
Start with the quick 3–5 minute assessment, then connect with the team.
Open →
Article · Jul 2025
All the Support. All in One Place
Meet every expert available through your Financial Wellness benefit.
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Article · May 2025
Get to Know Your Benefit: Life Stages by Pathwise
Financial wellness personalized to where you are in life.
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Article · Oct 2024
What is the Pathwise Total Life Plan?
How planning changes across the different stages of life.
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Budgeting & spending
Know where your money goes and build a plan that fits real life.
Monthly guide · Feb 2026
Budgeting, Cash Flow & Debt Strategy
February 2026 Financial Wellness guide.
Open →
Article · Jan 2025
New Year Financial Resolutions: 5 Real-Life Actionable Goals
Practical goals you can start today.
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Article · Mar 2025
Spring Cleaning for Your Finances
Declutter and refresh your money habits.
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Debt & student loans
Pay down debt with a plan, and explore help with student loans.
Article · Jul 2023
How Pathwise Can Help You Achieve Student Loan Forgiveness and Lower Monthly Payments
About the Pathwise and GotZoom student loan program.
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Taxes
Get organized for tax season and plan ahead all year.
Page
Tax filing and tax planning support from the Pathwise team: book a tax consultation.
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Retirement
Plan for retirement at every age, from first job to the years just before.
PDF · 2 pages
The seven Retirement Roadblocks
Longevity, inflation, sequence of returns, withdrawal rate, Social Security, healthcare and taxes: the risks worth planning for early.
View PDF →
Insurance & protection
Protect your income and the people who count on you.
Article · Aug 2025
Protecting What Matters: Insurance & Risk Management for Every Life Stage
Your safety net for life’s unexpected moments.
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Family, estate & legacy
Wills, beneficiaries, and planning for the people you love.
Article · Apr 2025
Estate Planning and Your Financial Wellness
From the April 2025 estate planning webinar series.
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Holidays & year-end
Enjoy the season, then close out the year organized.
Monthly guide · Nov 2026
Gratitude, Giving & Year-End Planning
This month’s guide.
Publishing soon
Monthly guide · Dec 2026
Year-End Financial Wrap-Up & Looking Ahead
Next month’s guide.
Publishing soon
Monthly guide · Dec 2025
Finish the Year Strong: A Practical Guide to Year-End Financial Wellness
December 2025 Financial Wellness guide.
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Article · Dec 2024
Financial Health Checkup Before the Year-End
Review retirement, savings, debt, estate plan, insurance and more.
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Article · Nov 2024
Top 8 Tips for Holiday Spending Strategies
Enjoy the holidays without the financial hangover.
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Downloads
Guides you can download
Short, printable guides from the Pathwise team. Open one in your browser, or save a copy to read later or share at home.
Tools & checklists
Checklists you can actually finish
Built from this season’s guides and webinar decks. Tick as you go, or print a copy.
Quick tool
Year-end planning checklist (November)
Reflect, give with purpose, and review the year-end items that apply to you.
From the November 2026 guide.
- Reflect on this year’s progress and write down your wins
- Choose how you want to give this season, and keep records of your gifts
- Review your workplace retirement plan contributions with your plan administrator
- Review your benefit elections and coverage
- Confirm your beneficiary designations are up to date
- Review your savings, debt, and account statements
- Write down your year-end tax questions for your tax professional
- Pick one or two priorities for the year ahead
Quick tool
Year-end financial checklist (December)
Close out 2026 with confidence and set two or three priorities for 2027.
From the December 2026 guide. Deadlines and tax rules vary by account type and individual situation; check with your plan administrator or tax professional.
- Review and celebrate this year’s progress
- Write down lessons from your successes and challenges
- Choose two or three priorities for 2027
- Check with your plan administrator or tax professional about final contribution opportunities
- Check whether any required distributions apply to you
- Review benefit elections and flexible spending or health savings account rules
- Confirm beneficiary designations are current
- Gather and organize your financial documents
- Tidy up accounts and subscriptions
- Schedule time in January to start your first step
Get support
Can’t find what you need?
Ask the team. Book a concierge meeting or email us and we’ll point you to the right resource or person.
Assess
SAGE Financial Wellness assessment · 3–5 minutes