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.

Social Security: 2024 Cost-of-Living Increase (3.2%)

What the COLA means for benefits and cash-flow planning.

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.