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: April 6, 2023

April is here, and it’s Retirement Security Month—our favorite time of the year! Grab your coffee and dive into fresh insights and updates. Explore cultural differences in retirement thinking with Jasper Forum's John Mitchem and Jorik Van Zanden, state metrics nearing $750 million, key updates from California, Colorado, Massachusetts, Minnesota, and North Carolina, plus a look at whether Millennials are getting a watered-down deal. Don’t miss Hot Sauce, cool finds, and Pix of the Week!

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

Retirement Security Matters: March 24, 2023

Spring has arrived, bringing warmer days, fresh blooms, and a sense of renewal. It’s the season of flowers, Easter eggs, spring cleaning, and new beginnings—and a great time to dive into the latest in retirement savings innovation. This week, Mark Iwry takes a future-focused look at SECURE 2.0, we share fresh numbers from the states, key updates from Maine, Massachusetts, and Puerto Rico, Hot Sauce and cool finds, and Pix of the Week. Let’s get started!

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