1313 W Broad Street, Quakertown, PA 18951

215-583-5013
bob@robertjamesinvestments.com
CLIENT LOGIN
Bob Podraza AAMS Home
Bob Podraza AAMS Home
  • Home
  • About 
    • Our Values
    • Our Partners
    • Are we a good fit?
    • Services
    • Useful Links
  • Meet the Team
  • Resource Center 
    • Retirement
    • Estate
    • Investment
    • Tax
    • Money
  • Tools 
    • Glossary
    • Tax Resources
  • FAQs
  • Contact
CLIENT LOGIN

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Starting a Roth IRA for a Teen

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Saving Early & Letting Time Work for You

Saving Early & Letting Time Work for You

See how starting early—not saving more—can be the most powerful move you make for your long-term future.

Contact

Office: 215-583-5013

Mobile: 215-805-9015

1313 W Broad Street

1st Floor

Quakertown, PA 18951

bob@robertjamesinvestments.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Tax
  • Money
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities and advisory services offered through Prospera Financial Services, Inc. | Member FINRA/SIPC

Click here to view the firm’s CRS.

Robert James Investments does not provide tax/legal advice and this information should not be considered tax/legal advice. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.