Welcome to Ronald E. Dade & Associates
Ronald E. Dade & Associates was founded with the goal of assisting our clients in every aspect of their financial lives. We specialize in personal services, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only do clients find our team members knowledgeable, but they also discover that our staff truly cares about making their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. Our clients are required to have a minimum of $500,000 in investable assets. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 978-874-1000.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
To choose a plan, it’s important to ask yourself four key questions.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Bucket lists don’t have to be for tomorrow.
The market is as unpredictable as the weather. We’d love to help you prepare.
Taking your Social Security benefits at the right time may help maximize your benefit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are a few things to consider when buying or leasing your next vehicle.
Peer-to-peer payment apps are one of the newest ways to send money.