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: 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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