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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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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