Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: September 7, 2023

Can you believe it? As we say farewell to August, September has blasted in. This week, RSM is dropping the summer s-t-r-e-t-c-h and resuming its bi-weekly schedule. Stop thinking about baseball, or your kids, grab a refreshing beverage, and get ready to ease into fall with some content to make you smarter, better, and faster. We said it.

  • Fall Season - Getting Ready for 2024! And tips for the rest of 2023

  • Frrreshhh state metrics vs. the much anticipated $1 billion in assets milestone

  • Updates from California, Colorado + Maine, Illinois and Massachusetts

  • Best Practices: We go blue.

  • Hot Sauce! and some cooool stuff

  • … PIC of the Week! Just one.

Read More
Best Practices Lisa A. Massena, CFA Best Practices Lisa A. Massena, CFA

The Watered-Down Deal

Many of us have found that our retirement savings options offer less rich benefits than options that might have been available to those who came before us. While we work on the retirement savings solutions of the future, it’s important to recognize and own up to the challenges current savers face to meet their retirement savings needs, especially when doing things like reminding folks of the importance of saving.

Read More