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: 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: November 3, 2022

Happy November! If that sounds like the year is moving to a close quickly, we agree. Small solace: embrace the “yum!”. You might have a favorite food-related holiday this month. We're going with #10, National Vanilla Cupcake Day. But we digress. Grab that cupcake and catch up on the latest in retirement innovation:

  • Natalie Braswell and Jessica Muirhead on MyCTSavings – access, equity, and early results

  • *Fresh* State Auto IRA metrics

  • Key updates from Connecticut, Illinois, New Mexico, New York State, Virginia and a Global update with cross-border application

  • *New* savings training programs broadly available with NAST’s Kari Arfstrom

  • Intriguing shorts in Hot Sauce, Cool Stuff -- Don't save yet?

  • This week's PIX! - from the Chesapeake Bay to a living room in Oregon

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