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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. 

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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.

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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Describes financial burdens associated with end-of-life care and funerals.

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Overreacting to market movements or trying to 'time the market' by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

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While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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

How much would your monthly lease payment be?

Estimate the future value of your current savings.

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