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: May 4, 2023

It’s May, we’re enjoying lighter, longer days. We hope you’re enjoying fresh starts and new adventures. With an iced coffee in hand, let’s catch you up on what is going on in the world of retirement security. You won’t want to miss:

  • Insights from Pewster Kim Olson on state Auto IRAS and fact-based advocacy.

  • Frrresshhhh state metrics

  • Key updates from California, Connecticut, Delaware, Maine, Maryland, New Jersey, New York, and Viginia – and a host of legislatively active states

  • Hot Sauce and Cool Stuff - from NAST to “Bert” Hoover

  • … and Pix of the week! including 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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