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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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Calculators

You can review interesting calculators 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

  • What Can You Learn from Your Tax Return?

    Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

  • HOT TOPIC: Employer Open Enrollment: Choose the Benefits That Are Right for You

    Open enrollment is your chance to make every benefit count.

  • 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 Take the Bait: How to Recognize Phishing Scams

    In a phishing scam, criminals use emails, text messages, or phone calls to try and trick you into providing personal and financial information.

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Calculators

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

  • Impact of Inflation

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

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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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