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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

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Helping Government Employees and Individuals preserve and grow their wealth.

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Welcome to our Website. 

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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.

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

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Here are some of the key factors behind shifts in investor demand and the consequent increase in volatility.

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According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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How much can you afford to pay for a car?

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

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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

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