Resources
Explore articles, tools, and insights designed to support every part of your financial wellness journey—from budgeting to debt, saving, investing, protection, and retirement planning.
Access your 401(k) any time
Fidelity NetBenefits® is your hub for viewing your HPE 401(k), adjusting contributions, updating beneficiaries, and planning for retirement.
Workshops & webcasts
Sign up for live workshops or catch up on anything you’ve missed with on-demand videos.
Explore by Category
Get help understanding where your money goes and how to make it work for you.
Budget foundations
-
Budget basics
Article | 3 min readCreate a practical budget by learning how to track income, manage expenses, and prioritize financial goals.
-
Emergency savings: the path to preparedness
Article | 4 min readLearn how to build emergency savings that can help protect you from unexpected expenses and reduce financial stress.
-
Where to save first
Article | 5 min readLearn useful strategies to build and maintain a budget that aligns spending with priorities and supports everyday financial decisions.
-
Your financial spring-cleaning checklist
Article | 3 min readReview some practical tips to help bring order to your finances.
Goal setting & planning
-
Focus on your finances for 2026
Article | 3 min readLearn where to find reliable help and answers for common financial questions and everyday money challenges.
-
Set goals, stress less
Article | 3 min readLearn how to navigate routine financial situations by setting clear goals.
-
Small acts, big impact
Article | 3 min readWhether you're focusing on yourself, your loved ones, or your community, there are simple ways to boost well-being without spending a lot of money.
Financial well-being & mindfulness
-
Money mindfulness: 3 tips for thoughtful financial decisions
Article | 3 min readBuild skills for handling common financial situations using simple tips and best practices.
-
Prioritizing mental and emotional health
Article | 3 min readLearn how to reduce financial stress and support your overall mental wellbeing through healthier money habits.
-
Strengthen your body and finances
Article | 3 min readSee how physical and financial well-being can help you invest in yourself.
-
Tips for taking control of your financial stress
Article | 3 min readGet clear insights on handling common financial questions and accessing support when you need help managing money decisions.
Family & life
-
Budgeting for a baby
Article | 4 min readLearn how to plan for baby‑related financial needs, including caregiving responsibilities, household expenses, and changing life priorities.
-
Budgeting for every stage of school
Article | 5 min readEach age and grade will lead to different educational costs for your child – see how you can plan ahead.
-
Budgeting for two
Article | 8 min readYour money habits will evolve once you decide to share finances. Learn what changes from managing money solo.
-
Smart ways to spend your tax refund
Article | 6 min readExplore smart ways to use your tax refund to help strengthen savings, reduce debt, and support long‑term financial goals.
-
Teaching your children to save at any age
Article | 6 min readLearn age‑appropriate ways to teach children how to save, make trade‑offs, and build healthy money habits early.
-
Tips for smart holiday shopping
Article | 5 min readLearn practical tips to plan, shop, and stay organized during the holidays while reducing stress and avoiding common shopping pitfalls.
Understand how different types of debt affect your finances and explore practical ways to manage, reduce, and pay down balances.
Debt basics & getting started
-
Split decisions: student debt or retirement saving
Video | 1 min watchHow can you prioritize the future when you’re paying down the past?
-
Take control of debt
Video | 8 min watchLearn how to tackle your debt and where to start to pay it off.
-
Take control of debt
Article | 2 min readAccess resources to help manage your debt.
-
Think twice before taking a 401(k) loan
Article | 7 min readUnderstand the short‑ and long‑term risks of taking a 401(k) loan and explore alternatives before borrowing from retirement savings.
-
Understanding loans and lending
Article | 4 min readWhile borrowing money can be a useful financial tool, it’s important to understand the basics of loans and lending.
-
What you need to know about your credit score
Article | 7 min readUnderstand how credit scores work, why they matter, and steps you can take to improve and protect your credit.
Credit card & consumer debt
-
Getting a handle on consumer debt
Article | 6 min readApproach debt from various areas of your life and determine how to take control and balance it.
-
Reduce your credit card debt today
Article | 7 min readLearn practical strategies to pay down credit card debt, reduce interest costs, and avoid common pitfalls that keep balances growing.
Student loan support
-
Building financial confidence with student debt
Article | 5 min readBuild confidence managing student debt by using HPE benefits, refinancing options, and practical strategies to stay informed and motivated.
-
Federal student loan basics
Checklist | 8 min readLearn how federal student loans work, including eligibility, loan types, repayment options, and key considerations for college planning.
-
HPE helps you pay down your student loans
Article | 5 min readLearn how HPE’s student loan repayment program can help you pay down debt faster and understand eligibility and tax considerations.
Homeownership & mortgage
-
Deciding to refinance your home
Article | 8 min readUnderstand how refinancing works and how lower payments could help you pay off your home sooner.
-
Homeowners insurance basics
Article | 8 min readDetermine what homeowners insurance covers, what it doesn’t, and how to choose the right protection for you.
-
Mortgage basics for the first-time homebuyer
Article | 9 min readLearn mortgage basics to help compare loans, understand costs, and choose the right financing confidently.
Learn how saving and investing work together to help you grow wealth over time and stay prepared for the future.
Saving
-
Buying or leasing a car—which is best for you?
Article | 9 min readCompare buying versus leasing a car by weighing costs, driving habits, and long‑term financial impact.
-
Buying or renting a home—which is right for you?
Article | 8 min readWeigh the financial and lifestyle trade‑offs of buying versus renting to decide which housing option fits your goals.
-
Maximizing your HSA benefits at HPE
Article | 6 min readUnderstand how HPE’s Health Savings Account works and how to maximize its tax advantages for healthcare at any age.
-
Save on taxes
Article | 7 min readExplore tax advantaged ways to reduce current and future taxes using HPE benefits, savings accounts, and retirement planning tools.
-
Saving for the future while paying for college expenses
Article | 9 min readLearn how to balance saving for retirement while planning for college expenses.
-
Strategies to help protect your savings from inflation
Article | 8 min readHelp protect your savings over time by understanding the effects of inflation.
-
Studying up on 529s
Article | 7 min readUnderstand how 529 college savings plans work, their tax advantages, and flexible options if education plans change.
Investing
-
All about annuities
Article | 8 min readUnderstand how annuities work, the different types available, and how they can help create reliable income in retirement.
-
Investing with your head—not your heart
Article | 7 min readEmotions can influence investing decisions. Learn to use long term strategies to stay focused during market ups and downs.
-
Is a financial advisor right for you?
Article | 8 min readLearn how professional help can support your financial goals.
-
Make the most of Fidelity Workplace Planning Consultants
Article | 4 min readAccess complimentary personal support through Fidelity Workplace Planning Consultants.
-
Mixing it up: Diversification and asset allocation
Article | 3 min readLearn more about investment options you have to help your savings potentially grow.
-
Understanding bull and bear markets
Article | 6 min readUnderstand what bull and bear markets mean, how they differ, and how market cycles can affect investor behavior.
Retirement
-
Five questions to ask yourself five years before retirement
Article | 8 min readPrepare for retirement by answering key questions about savings, investments, income sources, healthcare costs, and lifestyle goals.
-
How to make early retirement a reality
Article | 7 min readExplore practical strategies for early retirement by balancing smart spending, disciplined saving, and long-term investing decisions.
-
Learn the 2026 IRS limits
Article | 4 min readUnderstand the 2026 IRS contribution limits and how they affect how much you can save in the HPE 401(k) Plan.
-
Looking for more ways to save for retirement? Check out IRAs
Article | 9 min readExplore how IRAs work and decide whether a Roth or Traditional IRA can help supplement your retirement savings beyond a 401(k).
-
Making your retirement savings last
Article | 9 min readPlan how to turn retirement savings into lasting income by managing spending, investments, taxes, and healthcare costs.
-
Pick your approach with the Hewlett Packard Enterprise 401(k) Plan fund lineup
Article | 7 min readChoose an investing approach within the HPE 401(k) Plan by understanding the fund tiers and how active you want to be.
-
Retirement planning with your spouse or partner
Article | 8 min readCoordinate retirement plans as a couple. Align savings, taxes, healthcare coverage, and timelines, especially when ages or incomes differ.
-
Roth 401(k) and traditional 401(k) contributions—which is right for you?
Article | 8 min readCompare Roth and traditional 401(k) contributions to understand tax differences and choose the option that best supports your retirement goals.
-
Simplify your investments with Birth Date Funds
Article | 6 min readSimplify investing in the HPE 401(k) Plan with Birth Date Funds that automatically adjust your portfolio over time.
-
Understand the tax advantage of saving for retirement
Article | 7 min readHelp reduce your taxable income by using retirement accounts like the HPE 401(k) Plan and IRAs to save more efficiently.
Stay financially secure by learning how to manage risk and protect what you’ve worked hard to build.
Protection for today
-
Do you really need a bank?
Article | 8 min readCompare banks, credit unions, online options, and brokerages to decide which financial services best fit your saving and spending needs.
-
Missing your credit or debit card?
Article | 5 min readKnow what to do if your credit or debit card is lost or stolen and how to limit fraud and financial loss.
-
Organize your financial life
Article | 6 min readOrganize your financial records by knowing what to keep, what to discard, and how to reduce paper clutter.
-
Protect your portfolio from inflation
Article | 7 min readUnderstand how inflation affects investments and explore strategies to help protect your retirement portfolio’s purchasing power.
-
Why you might consider a prenuptial agreement
Article | 5 min readUnderstand why a prenuptial agreement may help couples protect assets, clarify expectations, and start marriage with financial transparency.
-
Your tax preparation checklist
Article | 5 min readProtect your finances by filing your taxes correctly and in a timely manner.
Protection for tomorrow
-
Deciding if long-term care insurance is right for you
Article | 7 min readUnderstand how long-term care insurance works and decide whether it can help protect your retirement savings from future care costs.
-
Discussing your financial future with family
Article | 7 min readExplore how to talk with family about retirement, estate planning, and financial decisions before urgent situations arise.
-
Financial tips for caregivers
Article | 8 min readFind financial guidance for caregiving, including planning for housing, healthcare, legal needs, and using HPE support resources.
-
How to protect what matters most
Video | 3 min watchTake protecting your future to the next steps and learn about wills, disability insurance, and more.
-
Preventative healthcare: why it pays to stay ahead
Article | 5 min readSee how preventive healthcare supports better health outcomes while helping reduce long-term medical costs and financial stress.
-
Protect those you love with estate planning
Article | 9 min readLearn how estate planning helps protect loved ones by organizing wills, beneficiaries, insurance, and decision‑making documents.
-
Tips for talking with your parents about the future
Article | 7 min readGet helpful tips for starting thoughtful conversations with your parents about finances, healthcare decisions, and future planning.
-
Understanding your life insurance needs
Article | 8 min readDive into how life insurance works, when to review coverage, and how to determine the right amount to protect your family.
-
What to keep in mind when estate planning
Article | 5 min readExplore three estate planning strategies to protect loved ones and help ensure your wishes are honored.
Use calculators, checklists, planning tools, and more to make informed financial decisions across saving, investing, debt, and retirement.
Budgeting
-
Fidelity budget sheet
ChecklistCategorize your paycheck into essential expenses, nice-to-haves, and emergency savings one expense at a time.
-
Fidelity's Full View
DashboardFinances can be complex. Help simplify the picture through Full View.
-
Financial Wellness Checkup
ToolUnderstand where you are in your financial wellness journey and get ideas for next steps.
-
HPE 401(k) contribution estimator
ModelerEstimate how different contribution levels can affect your retirement savings.
-
Take home pay calculator
CalculatorSee how pre-tax contributions to your HPE 401(k) might affect your paycheck.
Debt
-
Fidelity Student Debt Resource Hub
CalculatorLearn about your options to pay back your student loans faster.
-
Manage debt checklist
ChecklistTake control of your debt and learn options to pay down your debt starting today.
Saving & investing
-
Fidelity Contribution Calculator
CalculatorSee how much more you could accumulate in your HPE 401(k) over time with small changes today.
-
Guide: How to invest for your future
GuideConsider your investing style to get more out of your HPE 401(k).
-
Manage your HPE 401(k)
NetBenefitsStart or manage your contributions, investments, beneficiaries, and more.
-
Save more with the HPE 401(k) Plan
GuideLearn about all your options to save for retirement through your HPE 401(k).
Protection
-
Charitable Giving Calculator
CalculatorSupporting causes that are close to your heart could also mean saving on taxes.
-
Fidelity 1:1 Support
AppointmentWork with Fidelity to get support on how to protect what you’ve built.
-
MyHPEBenefit: LifeCare
ResourceAccess backup child and adult/elder care program through this HPE benefit.
Keep exploring
Your financial wellness dashboard in NetBenefits®
Modeler
Access a centralized resource to help you set and track financial goals.
Plan Information and Documents
Guide
Find details for your HPE plan(s) for a full understanding of how they work.
NetBenefits Learning Hub
Resource
Browse various financial topics so you’re better prepared when the unexpected happens.
Talk 1:1 with Fidelity
Appointment
Retirement questions are common and Fidelity is here to help. Talk to a Fidelity representative today.