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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

Contact Us

Please feel free to contact us with any questions.

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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

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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: What Does a Weaker U.S. Dollar Mean for Your Money?

    Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

  • Life Insurance for Two

    Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

  • Separately Managed Accounts: Tax-Efficiency and Tailored for You

    With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.

  • Retroactive Social Security Benefits: A Chance to Turn Back Time

    Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

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Calculators

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Savings Goals

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

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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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