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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

  • 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.

  • 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.

  • Balancing Life in the Sandwich Generation

    The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

  • Don’t Take the Bait: Top Tax Scams in 2025

    As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.

More Newsletters »

Calculators

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Savings Goals

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

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators »

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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