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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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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch 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

  • 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.

  • Q&A on RMDs

    Here are answers to some key questions about required minimum distributions.

  • The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

    Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.

  • Closed-End Funds May Offer Higher Income

    Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Calculators

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

  • LTCI Cost of Waiting

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

  • Net Worth

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

  • Mortgage Acceleration

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

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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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