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

Retirement Security Matters: July 20, 2023

We love summer! As the days grow more casual, we hope you're finding time to soak up the sun (or avoid it, if you’re in a heat dome) and enjoy this vibrant season. So, grab a lemonade or your iced coffee, sit back, and let us catch you up on the latest financially resilient retirement security news.

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

Retirement Security Matters: November 17, 2022

To us here in the US, Happy Almost 🦃Thanksgiving! … and a thank you note from us to you. Let us give you a little break between email and making your friends-and-family plans to catch up on the world of retirement security. It’s cold here – grab your pumpkin spice and nestle in:

  • Leaning into Latinx – we can do better – what we learned in the great PR

  • We have fresh State Auto IRA metrics

  • Key updates from California, Delaware, Maine, New Mexico, and Oregon

  • Joel Metlen invites you to think about social determinants of health and well being

  • We keep your brain spicy with Hot Sauce, Cool Stuff

  • PIX of the week! – some sunshine and a soliloquy from a 500-year-old town

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

Retirement Security Matters: October 6, 2022

We love October. Not just because we get to over-decorate our houses and buy way too much candy without judgment, but also because here in the U.S. we promote #National RetirementSecurityMonth. It is a time to raise public awareness about the importance of saving for retirement. So join the hashtag, grab your favorite pumpkin spice drink and settle in for some retirement savings updates:

  • 6 facts you need to know about inequality with Boston College’s Geoffrey Sanzenbacher

  • Frrreshhh State Auto IRA metrics

  • A closer look at … California, Colorado, Connecticut, Delaware, Maryland, and New York State

  • Things we never thought we would see, but possibly the best practice in this space

  • Hot Sauce, Cool Stuff: Must knows

  • Pix of the week – Willow playing a vital role in nurturing productivity and creativity. Who is Willow, you may ask?

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