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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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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

  • Making It Make Sense: The Roth 5-Year Rule

    Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

  • Taxing Social Security Benefits: Clearing the Confusion

    The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

  • The Corporate World Is All-In on AI

    As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

  • Moving to Another State? Consider These Tax Moves

    Moving to a new state may have tax consequences that can follow you long after you settle in.

More Newsletters »

Calculators

  • Mortgage Acceleration

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

  • LTCI Cost of Waiting

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

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

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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