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James A. Adlam, Jr., ChFC®

220 Gibraltar Road, Suite 350 Horsham, PA 19044

Phone:

  • (215) 293-9337 (VOICE ONLY)

Fax:

  • (215) 441-4123

E-mail:

  • jadlam@financialguide.com

Videos

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Flipbooks

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Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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Transcript

Newsletters

  • Tips to Help Preserve Your Inheritance

    It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

  • Teens Say Social Media Takes a Toll on Mental Health

    Many parents are concerned about the well-being of their children as they navigate the digital landscape.

  • Moving to Another State? Consider These Tax Moves

    Moving to a new state may have tax consequences that can follow you long after you settle in.

  • The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

    Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

More Newsletters »

Calculators

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Lease Payment

    How much would your monthly lease payment be?

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory office: 201 King of Prussia Rd., Suite 501, Radnor, PA 19087. Tel 610.766.3000.

CRN202904-10720554

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