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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
One way to find money is to examine your current spending habits and eliminate money wasters.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Learn when it may not make sense to file a claim on your home insurance.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Why are 401(k) plans, annuities, and IRAs so popular?
A bucket plan can help you be better prepared for a comfortable retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What is your plan for health care during retirement?