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

Retirement Security Matters: October 20, 2022

As nature gets ready for its last hurrah before winter sets in here in the Northern Hemisphere, we have a bit of news to share. So, pull up a cushion and a blanket, grab a hot cocoa, and enjoy some perspectives, from a warmer place:

  • What the Smallest Employers Want - with Gusto's Steve Abbott

  • State Auto IRA metrics

  • Key updates from California, Colorado, New Mexico and Maine

  • News! - a shift is coming at Massena Associates, and we are excited to share!

  • Hot Sauce, Cool Stuff: this week's must reads

  • Pix of the week – retirement security ruminations from the land of George Washington, in excellent company.

Read More
Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: June 9, 2022

Did you miss us?! We took a small break to enjoy graduation season with family and friends. While we’ve been reflecting about our own educational achievements and how we might encourage and support our loved ones in the pursuit of their dreams, there’s been *so much* going on in the world of retirement security! You will not want to miss:

  • Putting experience to work across critical areas of technology, financials and user experiences with experts Peg Creonte and Scott Parry.

  • State metrics – we’ve got the latest as May figures are rolling in!

  • Updates from California, Colorado, Connecticut, Illinois, New Jersey, New Mexico, Oregon, Virginia, and Pennsylvania.

  • Joel Metlen’s experience on shaking the status quo by addressing systemic inequities.

Read More
Newsletter Lisa A. Massena, CFA Newsletter Lisa A. Massena, CFA

Retirement Security Matters: January 27, 2022

• Angela Montez: Can we get more for less with CITs? Maybe

• State stats

• States in action - California, Colorado, Connecticut, New Mexico, Virginia, Hawaii, Mississippi, Missouri, Pennsylvania, and Rhode Island

• Retirement-linked emergency savings – does it work?

• Pix of the Week!

Read More