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:
Newsletters
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How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.