Timely Topics & Resources

Timely Topics

Social Security: 2026 Cost-of-Living Increase (2.8%)
What the COLA means for benefits and cash-flow planning.
Understanding the One Big Beautiful Bill (OBBBA)
Plain-English walkthrough of key changes and planning implications.
Market Update: Tariffs & Turbulence
Our take on the latest macro moves and portfolio positioning.

Resources

2025 Tax Planning Quick Reference Guide
Quick access to key tax numbers and strategies for 2025.
Setting Up Client Access - Tutorials & Videos
Step-by-step guides and walkthroughs for RJ Client Access.