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.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
This early financial decision could prove helpful over time.
There are four very good reasons to start investing. Do you know what they are?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Without your knowing, your investment portfolio could be off-kilter.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn about the difference between bulls and bears—markets, that is!
Check out this video to begin separating fact from fiction.
Do you have causes that you want to support with donations?
Doing your research is key before buying a vacation home.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.