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

Retirement Security Matters: September 1, 2022

Oh goodness, is that a school bus we just saw rounding the corner? And yet it will be 89 degrees out this afternoon and we’ll be tempted to sit in the backyard pretending It’s June 1, not September 1.

Next week we go back to our regular bi-weekly schedule, starting with an amazing interview with CalSavers’ Katie Selenski on September 8. We’ve also got more behavioral insights from you and a load of states’ updates.

However, in this edition, you can exhale and grab one last lemonade. We are going to ease you into Fall slowly, with very lite fare:

  • A very light story that’s only a little bit about retirement savings

  • Fresh state metrics cuz, wow!

  • States calendars – mark them down

  • Some cool Hot Sauce!

  • And a pic of the week, just to close us out

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

Retirement Security Matters: August 11, 2022

It is the dog days of August. Just for you, at the end of this edition, we’re going on a road trip together. And for now, snag yourself something icy and a comfortable chair, possibly in front of a fan. It’s time to catch up on the world of retirement savings innovation:

  • Is retirement savings the ultimate ledger for personal financial wellness? This and four more hot topics from Aspen’s Ida Rademacher and Karen Andres

  • We are BLOWING UP the state metrics this edition, check it out

  • Updates from California, Colorado, Connecticut, and New Jersey

  • Anchors Away! Duke’s Perry Wright on these, and defaults

  • Hot Sauce! Cool stuff just for you

  • Whew! Pix of the week, possibly from your state …

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Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

A National Strategy for Financial Inclusion? We like it.

This week we chat with Ida Rademacher, Vice President and Director of Aspen’s Financial Security Program, and Karen Andres, Director of Policy and Market Solutions for the Program. We’re hitting four hot topics: the power of automatic enrollment. What happens when we re-imagine retirement? Innovation among our financial services providers. And maybe most importantly, the call for a national strategy on financial inclusion.

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