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Windsor Financial Group

220 Gibraltar Road, Suite 350 Horsham, PA 19044

Phone:

  • (215) 293-9337

Fax:

  • (215) 441-4123

E-mail:

  • jadlam@financialguide.com
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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.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Click here for Client Relationship Summary

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

  • FAFSA for 2025-2026 School Year Opens December 1

    Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.

  • Can Home Improvements Lower Your Tax Bill? It Depends

    Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.

  • HOT TOPIC: Real Estate Roundup: Feeling the Impact of Higher Rates

    This article discusses why the values of U.S. commercial property and homes have performed differently and how lingering weakness in the real estate sector could affect the economy.

  • Do You Have These Key Estate Planning Documents?

    This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.

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Calculators

  • Mortgage Acceleration

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

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • 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.

  • Impact of Inflation

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

More Calculators »

James A Adlam, Jr is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. Supervisory office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044. Tel 215.441.8200. Windsor Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies.

CRN202510-2996844

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