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

Retirement Security Matters: September 21, 2023

As September's final week comes into view, it's hard to believe how swiftly time has flown. You need a break! So, grab a beverage, settle in, and get ready to savor some content that will send you into October enriched and inspired.

  • Driving better results in retirement outcomes with stronger teams

  • Frrreshhh state metrics

  • Updates from Connecticut, Delaware, Maine, and Maryland

  • What’s the link between financial experience and financial competence

  • Hot Sauce! and some cooool stuff

  • … PIX of the Week! We go west

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Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

Driving better results in retirement outcomes.

It’s not often that we dedicate ourselves to the topic of investment results and all the activity that goes into them. It’s true: small improvements in investment results over a long period of time makes for big impact.

At 5%, $100 a month deposited faithfully over 40 years can grow to over $153,000. (We’re using a simple calculator from Nerdwallet. Do try this at home).

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