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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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Videos

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

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Flipbooks

You can review interesting Flipbooks 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

  • Is It Time to Declare Your Financial Independence?

    Here are some ideas to help pursue a life of financial freedom.

  • The Evolution of Retirement Savings

    The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

  • HOT TOPIC: Geopolitics and the U.S. Financial Markets

    This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

More Newsletters »

Calculators

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • LTCI Cost of Waiting

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

  • Savings Accumulation

    Estimate the future value of your current savings.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

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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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