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: January 12, 2023

Happy New Year, friends! We’re kicking off 2024 with fresh insights on retirement savings innovation. Dive into Asso Yankson of EY on improving what’s good, updates from key states, Secure 2.0’s automatic enrollment impact, Hot Sauce, and Pix of the Week. Enjoy!

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

Retirement Security Matters: June 30, 2022

Farewell June, you’re leaving us too soon! You’ve been eventful, though. Everybody’s active – the states, the federal legislature, the Supreme Court, the activists. We think it’s going to be a hot hot summer. Let’s start with a cool moment catching up on retirement security and celebrating some recent successes. Grab something cold and read on:

  • David Bell, Sabra Purifoy and Renzo Meza on OregonSaves at Five – my, you’re looking so good!

  • State metrics –May figures are in.

  • Updates from California, Colorado and /New Mexico, Connecticut, Illinois, Maine, Massachusetts, Virginia, and Delaware.

  • Could innovation in housing help with retirement and financial security? Joel Metlen opines.

  • Hot Sauce! … what 10 state Auto IRAs mean in the US, NEST insight’s annual conference returns this summer, and much more.

  • PIX of the Week! – we’re taking you outdoors in the Pacific Northwest.

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