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

Retirement Security Matters: March 24, 2023

Friends – Spring is finally here with all the hope and promise of renewal that this season always brings. Is all about warmer temperatures, spring cleaning, skinny cocktails, flowers, Easter eggs and new beginnings.

While we both think about that, here’s what’s on deck in the world of retirement savings innovation:

  • The inimitable Mark Iwry parses SECURE 2.0 - and takes a future focus

  • Numbers from the states

  • Key updates from Maine, Massachusetts, and Puerto Rico

  • Hot Sauce and Cool Stuff

  • … and Pix of the week!

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

Retirement Security Matters: November 17, 2022

To us here in the US, Happy Almost 🦃Thanksgiving! … and a thank you note from us to you. Let us give you a little break between email and making your friends-and-family plans to catch up on the world of retirement security. It’s cold here – grab your pumpkin spice and nestle in:

  • Leaning into Latinx – we can do better – what we learned in the great PR

  • We have fresh State Auto IRA metrics

  • Key updates from California, Delaware, Maine, New Mexico, and Oregon

  • Joel Metlen invites you to think about social determinants of health and well being

  • We keep your brain spicy with Hot Sauce, Cool Stuff

  • PIX of the week! – some sunshine and a soliloquy from a 500-year-old town

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