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

Retirement Security Matters: June 15, 2023

June is here, and we’ve got fresh insights and future-forward updates for you! Explore blockchain and tokenization in retirement savings with CeFiWire’s Sean Hanna, new May state metrics (hello, Maryland$aves!), updates from key states, highlights from NAST TMTS Day 1, Hot Sauce with five must-see finds, and Pix of the Week featuring Dutch Bros, the Golden Gate, and a mystery hotel room. Grab an iced coffee and dive in!

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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: 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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