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

Retirement Security Matters: July 17, 2025

In this edition we’re serving up a delectable s’more of content. You know, a little melty chocolate on a graham cracker with a fluffy browned marshmallow of goodness. Pull up your camp chair, settle in, take a sip of lemonade—soft or hard—and enjoy an action break with us.

Read More
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. ♥️

Read More