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

Especially Now - Building Financial Security for the Future: A Conversation with Tim Flacke, CEO of Commonwealth

In this first leadership interview of our Campfire series, we’re excited to share some very fresh thinking from Tim Flacke, Chief Executive Officer and Cofounder of Commonwealth.  For 30 years he’s focused on solutions that help workers and families in US become more financially secure. Five years ago we talked about what the retirement system would be, if it could be. Today we’re talking about benefits for the future. Will it surprise you to hear the two are linked? 

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

Retirement Security Matters: January 4, 2024

Happy New Year 2024, Friends! It’s with much anticipation that we have rounded the corner into this next set of months.

We joke that producing RSM is like writing the newsletter version of War and Peace every two weeks. That said, we are shifting into a new gear. Think of it as beach-bike gear. Hop on – here we go. ♥️

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

Retirement Security Matters: December 14, 2023

As we wrap up Hanukkah and race toward Christmas Eve and the New Year, it’s the perfect time for a quick break. Grab a cocoa-coffee and catch up on the latest in retirement security: Starter K insights from Guideline’s Jeff Rosenberger and Jeremy Caballero, fresh state metrics 🥁, updates from Delaware, Maine, and Virginia, a glimpse into 2024 with RSM, a dash of Hot Sauce, and, of course, PIX! Let’s dive in.

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