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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.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

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

  • HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

    Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

  • 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.

  • Are You Prepared for the High Cost of Dying?

    End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.

  • Tips to Help Preserve Your Inheritance

    It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

More Newsletters »

Calculators

  • Tax-Deferred Savings

    Compare the potential future value of tax-deferred investments to that of taxable investments.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • LTCI Cost of Waiting

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

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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