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

Retirement Security Matters: June 15, 2023

Diving deep into June, we have some exciting updates, important news, and a touch of futuristic flair to share. Buckle up and get ready for a cool journey through the latest in retirement security and what it means to be innovative. You’re going to want an iced coffee for this one. Just sayin’.

  • The future of retirement savings, blockchain, and tokenization with CeFiWire Founding Editor, Sean Hanna - you read it here first, folks - unless you read it with Sean first

  • May data on state metrics, now including Maryland$aves

  • Updates from Massachusetts, New York, Minnesota, Missouri, and Nevada

  • Best Practices - Highlights from NAST TMTS Day 1 - June 13 - boy is this fresh

  • Hot Sauce! Five cool things you won’t want to miss and three other ones

  • PIX of the Week! We’re taking you to Dutch Bros, the Golden Gate, and an unnamed hotel room - what?

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

Retirement Security Matters: April 6, 2023

Friends – It's our favorite time of year - April is Retirement Security Month! Grab your coffee and join us to sharpen your insights and information. Here's a sampling of what's going on locally, and in a few other parts of the world:

  • Jasper Forum's John Mitchem and Jorik Van Zanden: cultural differences impact retirement thinking in the Eurozone, Australia, and the US

  • Frrresshhhh state metrics - closing in on $750 million

  • Key updates from California, Colorado, Massachusetts, Minnesota and North Carolina ... and we're saving some goodies for the next edition

  • Are Millennials getting a Watered Down Deal ?

  • 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: December 1, 2022

Hurrah December ❄️. We’re energized by the holiday season with its brightest lights, lush decorations and good food and company. In the spirit of savoring the season and enjoying the moment, grab yourself a cuppa and settle in for a great read:

  • Sid Pailla – Double-clicking on Emergency Savings – what we’re learning

  • Fresssh! State Auto IRA metrics

  • Key updates from California, Illinois, Maryland, New Jersey, and New Mexico

  • *Announcement* and Introductions – to DCIIA

  • The latest and best news you need: Hot Sauce and Cool Stuff

  • Pix of the week – Goodies for our super-scrollers!

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