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

Retirement Security Matters: August 17, 2023

Feeling the heat? So are we! It’s the perfect time to take a breather. Find your favorite cool spot—whether it’s by the fan, the AC, or that chilly corner in the office—and join us as we dive into the latest in retirement security. This week, we’re sharing three ways to make 2024 awesome, fresh state metrics, updates from California, Connecticut, Hawaii, Oregon, and Maine, best practices to ease workplace angst, Hot Sauce for the dog days of August 🐕, and, of course, Pix of the Week. Let’s cool down and get started!

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

Retirement Security Matters: May 4, 2023

May brings lighter days and fresh opportunities! Catch up on insights from Kim Olson on Auto IRAs, fresh state metrics, updates from key states, Hot Sauce, cool finds, and Pix of the Week featuring the White House—and brownies!

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

Retirement Security Matters: September 22, 2022

Can you feel it? A slight change in the air. A crispness that you don’t remember being there last week. It’s true! Autumn is coming in two days and we’re ending the month with plenty-o-updates. So grab a milkshake (we take ours malted) and settle in:

  • Research docket and wealth gap surprises with Morningstar’s Aron Szapiro

  • State Auto IRA metrics – 36,000 new funded accounts in one month

  • A closer look at … Maine, Maryland, New Jersey, New Mexico, and New York

  • Can friction benefit retirement savers? Yes! Behavioral scientist Lindsay Juarez explains

  • Hot Sauce! Fresh research and some brain expanders

  • And, Pix of the week

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