Navigating Social Security: What to consider when claiming benefits

One of the larger decisions nearly every American will face revolves around developing a claiming strategy for Social Security benefits. The maze of rules and claiming strategies can make navigating the landscape rather daunting. In this article, Senior Investment Advisor Matt Sampson, CFP, CEPA, shares key factors individuals should carefully consider that will help them make informed decisions to maximize their lifetime benefits while also providing a greater degree of financial security during their golden years. Read the article here.

Practical Planning: Filing for Medicare

Many Americans are accustomed to private health insurance, whether that be coverage through their employer, or a plan purchased individually. Reaching eligibility for Medicare marks a crucial step toward transitioning away from job-based health insurance in retirement. The process can feel daunting if you don’t understand the various components of your coverage. Distilling the complexities, as Senior Investment Advisor Matt Sampson, CFP®, CEPA®, aims to do in this article, can help facilitate a smooth process. Read the article here.

Analytics News: A Peek Inside an Arnerich Massena IC Meeting

ARnerich Massena's Investment Committee meets monthly to set the firm's Investment Policy and discuss portfolio construction. What do those meetings look like, and what data does the team review? Here, we give you a high-level review of what it's like to attend a regular monthly meeting of the Investment Committee — a peek into the inner workings of Arnerich Massena's investment process. Read here.

Philanthropy Focus: PeaceHealth Southwest Medical Center: Reimagining Community Health

In planning its new Emergency Department, PeaceHealth Southwest Medical Center took a deep look at the needs of the community and how to really address those needs and serve their patients, from an aging population to complex patients with both medical and non-medical needs to caregiver fatigue among healthcare givers. The resulting plan is a tremendous innovation in emergency healthcare delivery that extends to include a broader focus on overall community health, offering solutions for the whole patient. We spoke with Chief Philanthropy Officer Karen Santangelo, CFRE, about what this means for the future of the PeaceHealth Southwest community and how it could change the healthcare industry. Read more here.

Partnering in the Community: Ryland Moore joins the Board of the Oregon Museum of Science and Industry (OMSI)

Arnerich Massena Managing Principal Ryland Moore is excited to announce that he has joined the Board of the Oregon Museum of Science and Industry (OMSI). His lifelong dedication to conservation and environmentalism, tremendous experience working with non-profits, and a passion for childhood education and experience, means he is a perfect match to help move OMSI's mission forward. Read more here.