Welcome to DeRose FPG
Plan | Grow | Protect
Offering trusted guidance and objective advice, DeRose FPG is committed to helping individuals, families and businesses navigate the complex investment, retirement and estate planning landscape. We provide clear, easy-to-understand explanations of financial services and products while carefully creating a unique, personalized strategy with your financial objectives as the cornerstone of your financial plan.
Count on our knowledge, passion and dedication to help you preserve and manage your assets, cater to your needs, prepare for the unexpected and provide for you and your loved ones.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
It sounds simple, but paying yourself first can really pay off.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
There are common mistakes you can avoid when saving for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?