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: 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: December 15, 2022

While you’re busy with the hustle and bustle with friends, family, and your community all preparing to celebrate the big holidays, don’t forget to pause and nourish yourself a bit along the way. Curl up for a moment in those footie socks with some wassail and catch yourself up:

  • Martha Deevy on optimizing 100-year lives and the importance of financial resiliency

  • Key updates from California, Colorado, Delaware, Maryland, New York State, and Virginia

  • DCIIA, The Aspen Institute, and Morningstar – joint venture in expanding equitable retirement

  • What’s one piece of hopeful news you heard this week? – check out Hot Sauce and Cool Stuff

  • Pix of the week to boost your day

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