Blue Chip Financial of Southwest Florida is dedicated to providing strategic financial planning and risk management to individuals, families and business owners. Simply put, we strive to be our client’s most trusted financial professional. We take pride in the long term relationships we’ve established based on honesty, trust, and our dedication to the highest level of client service. Whether you have investment or insurance needs, we will help you get there.
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
This calculator is designed to help you attach a dollar figure to your life’s work.
How Long Will Your Funds Last?
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.