Honeygo Financial
Guiding you towards financial successHoneygo Financial is a fee-only advisory firm serving clients virtually and in-person.
We create financial plans and manage investments that will improve the state of your finances, provide you clarity related to important decisions you face, and increase the amount of time you’ll have to enjoy life.
What sets us apart?
Accessible
Affordable
Relational
What We Offer
Planning
Investments
Advice
THE HIVE
A collection of articles from our firm about topics that matter to you
I Left My Job. What Options Do I Have With My Retirement Account?
When you leave your job, you have four (4) options to choose from with regard to your retirement account. Selecting the right option could help you avoid unforeseen tax consequences and save you money.
I Left My Job. What Can My Former Employer Do With My Retirement Account?
Before you leave your job, there are important things to consider to ensure that you maintain proper insurance coverage, have sufficient cash on hand, minimize any forfeitures, and avoid unnecessary tax consequences.
Fees – Part II: What is the impact of fees and am I getting good value for what I pay?
The fees you pay to invest and receive financial advice have a material impact on how much money you keep. In Part II of our series, learn how much of impact fees have and how you can ensure you get good value for what you pay.