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DeRosa & Associates

8614 West Varricchio Ln.
Crystal River, FL 34428

Phone:

(877) 358-0506

Fax:

(866)611-1549

E-mail:

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Calculators

Experiment with a wide variety of financial planning calculators.

Our Associates

Meet our team and find an associate in your area.

Videos

Explore a wealth of knowledge in our video portal.

Helping Government Employees and Individuals preserve and grow their wealth.

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Welcome to our Website. 

We have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.


We provide a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.


Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.


We're here to help educate you about the concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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Explains how future tax rules may impact deductibility of charitable donations.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Determine whether you should consider refinancing your mortgage.

Compare the potential future value of tax-deferred investments to that of taxable investments.

How much life insurance would you need to produce a sufficient income stream for your family?

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