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

Retirement Security Matters: February 9, 2023

♥️ It’s the season of love and affection, which means … pampering. We hope you have a lovely, fun-filled celebration. As you spread some joy, let us help you catch up on the world of retirement security. Grab some sweet and savory chocolates and nestle in. You’ve earned it!

  • Mateo Galindo Lozano of CHCF on Planificación de Jubilación - in community

  • Key updates from Maryland, New Jersey, New Mexico, and Oregon

  • A hot take on SECURE 2.0 - This week we’ll hit the key features of Employer Incentives

  • Hot Sauce and Cool Stuff - we've got the goods to sharpen your day

  • ... 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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