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

Retirement Security Matters: November 30, 2023

As autumn gracefully transitions to winter, join us in savoring the spirit of the season. With December on the horizon, marked by twinkling lights and festive joy, let's pause, grab a cuppa, and get ready for some cool insights and inspiring news. So, get comfy, settle in, and read on:

  • Colorado Secure Savings: Off & Running with Young and Railey

  • Fresssssh state metrics - just for you

  • Updates from states - CA CO CT IL ME MD OR VA NJ NY and DE!

  • In the News: (How) Do Auto IRAs Affect Participation & New Plans?

  • We got Hot Sauce / Cool Stuff, and

  • … Pix of the Week, where we keep the running theme alive.

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

Retirement Security Matters: February 23, 2023

Hello Friends! It is Black History Month in the US ♥️. To us, this month is incredibly important. Every year we find the dialogue about our shared history is getting richer. Are there plenty of concerns? Yes, there are. Opportunities to act? Yes, there are. And in the current focus our personal understanding of the ongoing contributions to all that we are together increases, and the world – at least the one close to us – gets better and becomes fuller. #thankyou

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

Retirement Security Matters: December 1, 2022

Hurrah December ❄️. We’re energized by the holiday season with its brightest lights, lush decorations and good food and company. In the spirit of savoring the season and enjoying the moment, grab yourself a cuppa and settle in for a great read:

  • Sid Pailla – Double-clicking on Emergency Savings – what we’re learning

  • Fresssh! State Auto IRA metrics

  • Key updates from California, Illinois, Maryland, New Jersey, and New Mexico

  • *Announcement* and Introductions – to DCIIA

  • The latest and best news you need: Hot Sauce and Cool Stuff

  • Pix of the week – Goodies for our super-scrollers!

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