Case Studies

This is a collection of case studies that discusses potential real world scenarios that might resemble your particular situation.

Honey Badger Advisors LLC is a registered investment adviser located in New York.  Honey Badger Advisors LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Insurance products and services are offered and sold by individually licensed and appointed insurance agents.

Case studies presented are purely hypothetical examples only and do not represent actual clients or results.  These studies are provided for educational purposes only.  Similar, or even positive results, cannot be guaranteed.  Each client has their own unique set of circumstances so products and strategies may not by suitable for all people.  Please consult with a qualified professional before implementing any strategy discussed herein. 

No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms’ investment advisory services. 

Leaving the nest

You have dreamed of this day ever since entering high school. Being on your own, making your own decisions, living your own life. Now, with school behind you the world of opportunities opens up. Do you know what you need to do to set yourself up on the right financial path?

The Family

Your life is taking off. You found a partner and now the next generation has arrived. Now is the time to take steps to stay on the right path regarding your finances.

Transitioning to Retirement

The children have left the house and started their own lives and you are getting used to the empty nest. Taking stock of your career and finances as you prepare for retirement. Prudent planning is crucial as today’s retirees are looking at some 30 years of retirement.

Sometimes life takes a wrong turn - Divorce

Out of many challenges in life, divorce tends to be one of the most devastating emotionally, physically and financially. Whether you knew it was coming or were taken by surprise, life as you knew it is not going to be the same. In the midst of emotional turmoil and legal challenges, you cannot afford to neglect your finances.

The lucky ones - Professional Athletes

They are the ones that crowds admire. Some earn in a month more than most earn in a lifetime. Yet 70% end up with financial difficulties and bankruptcies 5 years after retiring. Planning and financial discipline is essential for this group.