Educational

Is the "Safe" Part of Your Portfolio Actually Safe?

Randy Hux

Published on: 08/10/2026

Is the conservative side of your portfolio still working for you? See how interest rate risk and annual tax drag can erode bonds, and how fixed indexed annuities compare.

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What Should You Do With Your 401(k) When You Retire?

Kevin Blanchard

Published on: 07/09/2026

Leaving a job or retiring? Your 401(k) has four paths: stay in the plan, roll to an IRA, move to a new employer, or take a distribution. Kevin Blanchard breaks down the rules, timing, and tax tradeoffs behind each one.

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How Do You Turn Your Savings Into Retirement Income?

Hux Team

Published on: 28/08/2026

Which expenses must be protected, how much liquidity provides peace of mind, and how comfortable the family is with market fluctuations.

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Fixed Indexed Annuities: How the Indexing, Floors, and Index Options Work

Hux Team

Published on: 31/07/2026

Fixed indexed annuities explained: how the 0% floor, caps, participation rates, and volatility-controlled index options credit interest — and what to watch for.

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