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Part D and Me

Please understand that I take no pleasure in making this announcement.

Market Glue Falls Apart All At Once

Market Glue Falls Apart All At Once I left breadcrumbs for you, the entire time. These can all be found on this newsletter, and now sit on Stronger Dollar Sounds Great, But May Not...

What Could Go Wrong Next?

The problem, of course, with joining the Alliance For Lifetime Income (link) as Education Fellow,, and (link) as lead contributor?I’m sad because I really don’t like taking...

Medicare Advantage

Medicare Advantage It is not a question of if, it is a question of what benefits will be affected, and how much you will be affected. The carriers are hard at work, now, getting ready for 2025. They...

Does the “4% Rule Work” In Practice?

Does the "4% Rule Work" In Practice?Yesterday, at dinnertime, I attempted to create a livestream on our website [not YouTube], but it failed.In this video:The “4% Rule” is a guideline for...

Suddenly, Markets Not Boring

Suddenly, Markets Not BoringAfter the video above, I thought it was going to be very uninteresting today, but Mr. Market smacked me across the forehead, and my radar turned up a notch.Stocks for...

I Received This Email From A Married Couple | Shell-Shocked

I Received This Email From A Married Couple | Shell-ShockedThis looks like an article on Medicare, I assure you that you can call it insurance, portfolio strategy, it will not matter: this example...

The ABCs of Annuities: A Comprehensive Guide to Planning for Retirement Income

A solid retirement plan encompasses more than just a 401(k) or IRA. As life expectancies continue to rise, planning for a reliable and consistent income during retirement becomes a top priority....

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Jae W. Oh, MBA, CFP®, CLU® ChFC® is the Managing Principal of GH2 Benefits, LLC.

  • Certified Financial Planner,Chartered Life Underwriter, a Chartered Financial Consultant, and a licensed insurance producer in multiple states
  • He is the author of Maximize Your Medicare (Allworth Press). nationally-recognized Medicare expert,
  • Education Fellow at the Alliance For Lifetime Income
  • Speaker in the front of many diverse audiences: Institute For Wealth & Investments, the State Bar of Michigan and many others
  • Quoted in local and national media in every format