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

Retirement Security Matters: January 4, 2024

Happy New Year 2024, Friends! It’s with much anticipation that we have rounded the corner into this next set of months.

We joke that producing RSM is like writing the newsletter version of War and Peace every two weeks. That said, we are shifting into a new gear. Think of it as beach-bike gear. Hop on – here we go. ♥️

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

Retirement Security Matters: December 14, 2023

As we wrap up Hanukkah and race toward Christmas Eve and the New Year, it’s the perfect time for a quick break. Grab a cocoa-coffee and catch up on the latest in retirement security: Starter K insights from Guideline’s Jeff Rosenberger and Jeremy Caballero, fresh state metrics 🥁, updates from Delaware, Maine, and Virginia, a glimpse into 2024 with RSM, a dash of Hot Sauce, and, of course, PIX! Let’s dive in.

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

Retirement Security Matters: November 30, 2023

As autumn gracefully transitions to winter, join us in savoring the spirit of the season. With December on the horizon, marked by twinkling lights and festive joy, let's pause, grab a cuppa, and get ready for some cool insights and inspiring news. So, get comfy, settle in, and read on:

  • Colorado Secure Savings: Off & Running with Young and Railey

  • Fresssssh state metrics - just for you

  • Updates from states - CA CO CT IL ME MD OR VA NJ NY and DE!

  • In the News: (How) Do Auto IRAs Affect Participation & New Plans?

  • We got Hot Sauce / Cool Stuff, and

  • … Pix of the Week, where we keep the running theme alive.

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