Pathwise Group

02/27/2025

Big news! We’re launching a new podcast focused on financial wellness and life stages, designed to help employees navigate their financial journey with the right strategies at the right time.

This series will dive into real financial challenges employees face—whether they’re just starting out, managing family finances, or preparing for retirement. We’ll break down the key steps employers and benefit consultants can take to support employees based on their life stage and financial needs.

Check out this first look at our podcast studio! We’re gearing up for an exciting launch in April 2025—stay tuned for expert insights, engaging discussions, and actionable strategies.

🚀 Watch the video & get ready for what’s coming!

01/08/2025

Happy New Year from the Pathwise Team!

01/08/2025

Happy New Year!

10/14/2024

🌟 Monday Motivation: Supporting Employees for a Productive Week 🌟

Hey Benefit Consultants and Employers!

Here are 3 simple ways to support your team and help them start the week strong:

1️⃣ Promote Financial Wellness: Share quick tips on budgeting, saving, or investing with your employees. A little knowledge can go a long way in reducing financial stress.

2️⃣ Encourage Work-Life Balance: Remind your team to take breaks and set healthy boundaries. Productivity thrives when balance is a priority!

3️⃣ Highlight Available Benefits: Whether it’s mental health resources, retirement plans, or flexible schedules—remind employees of the perks they can take advantage of. Show them you care!

Let’s empower employees to have a great week!

09/10/2024

One of those days where you are super thankful for your clients but a bit overwhelmed with the amount of work we put into each client we work with!
Helping people take the next step in their financial journey is our passion and we absolutely love the work we GET to do!!

07/10/2024

Discover how Pathwise Life Stages is dedicated to enhancing your financial well-being, whether you're starting a family, managing a business, or approaching your retirement years. Life Stages tailors your financial support to align with your current focuses, lifestyle, and age. Click below to learn more!

Guardian+ is designed specifically for parents and caretakers, helping you navigate the unique financial challenges you face.

06/07/2024

Regardless of where you live, what you do for a living, and the lifestyle you personally enjoy, there are many forms of insurance that could provide some financial protection from life’s unknowns. Click below to learn more!

Long-term care insurance is an essential financial planning tool designed to cover expenses associated with long-term care services that are not covered by regular health insurance, Medicare, or Medicaid. These services include assistance with routine daily activities for individuals who are unable....

06/05/2024

Pathwise is excited to announce the upcoming launch of our new financial wellness platform, Guardian Plus! This platform is designed specifically for parents and caretakers, providing tailored financial solutions that meet their unique needs.

To make sure Guardian Plus is as helpful as possible, we need your input! We invite all parents and guardians to take a quick 5-minute survey. Your feedback will be invaluable in helping us shape this new platform to better serve you.

Link to survey: https://us17.list-manage.com/survey?u=42b27a2677c5f6fc0d8167beb&id=e1611d1bbe&attribution=false

By participating, you'll be directly contributing to the creation of a resource that aims to support and empower parents in managing their finances effectively.

Click the link below to start the survey and help us build a better financial future together!

Link to survey:
https://us17.list-manage.com/survey?u=42b27a2677c5f6fc0d8167beb&id=e1611d1bbe&attribution=false

Thank you for your time and support!

05/30/2024

Love the view from our offices on beautiful days like today!!

05/29/2024

Peanut butter & jelly, Batman & Robin, Lucy & Ethel. Some things just belong together. Pathwise Group’s SAGE Financial Wellness Program and BCC’s BenXcel system are two such matches. You can provide a consistent and seamless financial wellness experience for your employees through this single sign-on integration.

Learn how BCC's integration with Pathwise Group can help improve the financial wellness of your workforce.