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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

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Calculators

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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

  • What Is Value Investing?

    At the heart of a value investing strategy is viewing the purchase of stock shares as becoming a part owner of a company.

  • Strategies for Taking RMDs

    This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

  • 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.

  • Three Ways to Help Build Financial Resilience

    Here are some steps to help handle challenging times and potentially emerge even stronger.

More Newsletters »

Calculators

  • Car Affordability

    How much can you afford to pay for a car?

  • IRA Eligibility

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

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

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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