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.
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.
Currency has been around for a long time. Here’s a quick history lesson.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Here are 4 great, and sometimes unexpected, places to raise a family.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The market is as unpredictable as the weather. We’d love to help you prepare.
What are your options for investing in emerging markets?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn how to harness the power of compound interest for your investments.
Are you ready for retirement? Here are five words you should consider.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.