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65 State Road East
Westminster, Massachusetts 01473

(978) 874-1000
dader@ceteranetworks.com
The Wild West of Data Theft Supporting Local Business In a Crisis Retiring in a Post-Pandemic World Dreaming Up an Active Retirement

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

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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Immediate vs. Deferred Annuities

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Inflation - Back to the Future

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A Living Trust Primer

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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Does Your Child Need to File an Income Tax Return?

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Assess Your Life Insurance Needs

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Use this calculator to assess the potential benefits of a home mortgage deduction.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

16 Wall Street Cliches in 60 Seconds

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

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