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

Retirement Security Matters: October 19, 2023

As the Northern Hemisphere prepares for winter’s arrival, we’re bringing you exciting updates to dive into this October. Cozy up with a blanket and a warm cup of cocoa as we explore the latest in retirement security, including a closer look at the Retirement Savings Report Card, fresh September data on State Auto IRA metrics, key updates from Vermont, and a roundup of this week’s must-reads in Hot Sauce, Cool Stuff. Don’t miss our Pix of the Week to top it all off!

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

Retirement Security Matters: June 1, 2023

June is here, and we’re celebrating inclusivity! From Pride Month to Juneteenth, grab your iced coffee and dive into how retirement savings can drive wealth creation for all. This week features state metrics, updates from key states, and insights on how generative AI (hello, Pat GPT!) is solving challenges in savings access and inclusion. Plus, Hot Sauce and PIX of the Week celebrating family. Let’s go!

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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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