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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

Videos

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Calculators

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Contact Us

Please feel free to contact us with any questions.

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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

  • Key Retirement and Tax Numbers for 2026

    This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

  • HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

    Outside scientific and national security arenas, many people may not understand the importance of rare- earth minerals. This article helps demystify these critical natural resources.

  • 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.

  • Unpacking the Real Limitations on Unlimited PTO

    The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Calculators

  • Roth IRA Conversion

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

  • Mortgage Acceleration

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

  • Loan Payoff

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

  • Lifetime Earnings

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

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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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