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

Retirement Security Matters: January 12, 2023

Welcome to the New Year, friends! We didn't make a lot of resolutions but we are absolutely committed to bring you the best retirement savings innovation information. So, snag yourself a cozy beverage and settle in for a few minutes of catching up:

  • Asso Yankson of EY: Good can get better. Don’t miss.

  • Key updates from California, Delaware, Maine, Massachusetts, and New Jersey

  • A hot take on how Secure 2.0's automatic enrollment impact

  • Interesting new reads! Hot Sauce and Cool Stuff

  • And Pix of the week, to close us out

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

Retirement Security Matters: December 1, 2022

Hurrah December ❄️. We’re energized by the holiday season with its brightest lights, lush decorations and good food and company. In the spirit of savoring the season and enjoying the moment, grab yourself a cuppa and settle in for a great read:

  • Sid Pailla – Double-clicking on Emergency Savings – what we’re learning

  • Fresssh! State Auto IRA metrics

  • Key updates from California, Illinois, Maryland, New Jersey, and New Mexico

  • *Announcement* and Introductions – to DCIIA

  • The latest and best news you need: Hot Sauce and Cool Stuff

  • Pix of the week – Goodies for our super-scrollers!

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