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

Retirement Security Matters: December 17, 2020

We got you all set this week:

First of all, Happy 7th day of Hanukkah, Happy Advent and Merry Christmas, ⛄ Happy Winter and, welcome a new holiday in 2021: Happy Vaccination Day.

Michael Davis Talks Truth! About Retirement Security and More

States stats and updates – New Mexico, Virginia, Colorado, California, North Carolina, Wisconsin, and Connecticut!

Grant’s Best Practices – Resources Galore for winter reading

Hot Sauce! Fresh new stuff, what we’re reading, and a TRUE STORY

And finally, some delightful and refreshing Pix.

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

Retirement Security Matters: December 3, 2020

Refresh:

David Morse: What you want to know about the new Lifetime Income Disclosures!

Fresh 🖨 State Auto IRA metrics

Updates from New Mexico, Wisconsin, California and Colorado.

Grant sez: Patience, Perseverance and Perspective win the day

And, Pix of the Week.

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

Retirement Security Matters: November 19, 2020

We talk with NEST's Will Sandbrook about universal workplace savings, emergency savings and the progress of NEST in the UK. We share States' legislative updates: Colorado, Missouri, New York, South Carolina, Tennessee, and Wisconsin. And check out program states rollout updates for CalSavers, Connecticut, Illinois, Maryland, New Jersey, and Vermont.

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