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.
Helpful Content
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.