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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

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

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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

  • HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

    This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

  • HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

    New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.

  • Keeping Cool in Volatile Markets

    Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.

  • Don’t Overlook the Value of Social Security Survivor Benefits

    While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Calculators

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Estate Taxes

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

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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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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