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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

Flipbooks

You can review interesting Flipbooks on my site.

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Calculators

You can review interesting calculators on my site.

View Calculators

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

  • Life Insurance for Two

    Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

  • Teens Say Social Media Takes a Toll on Mental Health

    Many parents are concerned about the well-being of their children as they navigate the digital landscape.

  • A Roadmap for Your Family

    A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

  • Consider Roth for Tax-Free Income

    Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

More Newsletters »

Calculators

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • 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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