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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...

This Is How It’s Done

This Is How It’s DoneHere’s the issue with the commercials: your information may be distributed to someone else, and not just one party. You will not be told this, the person on the phone will also...

Markets Relentlessly Choppy and Nervous

Markets Relentlessly Choppy and NervousThere is a silver lining to volatile markets. This doesn’t mean that you should be staring at your brokerage site. It simply means that you can get FAR BETTER...

It’s Easy To Ignore The Basics

It’s Easy To Ignore The BasicsOn April 1, I gave our Comprehensive Financial Planning clients a heads-up. The great thing about the internet is that there is a date and timestamp here. Timestamps...

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...

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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