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.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How Long Will Your Funds Last?
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.