RH Wealth Advisors, Inc.

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One of the most anticipated comebacks of 2021 isn’t an athlete, rock star, or movie franchise. It’s summer travel, and it appears to be back with a vengeance. Travel agents are working 14-hour days to meet the needs of eager travelers. People aren’t just taking road trips, either; airports are reporting being at 80% of pre-COVID capacity, while the TSA screenings reached two million for the first time since the pandemic. While these reports may be slightly less than pre-COVID..., they also reflect an industry working to meet demand in the midst of new safety requirements, many of which place limits on the number of passengers and indoor occupancy at airport gates.1,2 If you’re planning to take a trip this summer, bear in mind that prices for gas and tickets don’t merely reflect recent inflation, but an increased demand. AAA reports that hotel bookings in Las Vegas, Anaheim, and San Diego are seeing a pronounced uptick. Bear that in mind if you’re not necessarily looking for population density this year.3 These summer travel stats show an industry in recovery and a nation eager to get out of the house. Whatever your plans might be, I hope you enjoy the season and look forward to touching base with you and hearing all about your travels. 1. WJHL.com, June 15, 2021 2. Turnto23.com, June 15, 2021 3. KCRA.com, June 15, 2021 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. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, 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.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

For many, retirement starts a new phase of life. Are you getting prepared for your new phase? #SavingForRetirement

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Compare your taxable investment to a tax-deferred one. The results may surprise you.

Recently, the Internal Revenue Service (IRS) announced that tax season will start a little later than usual. This year the IRS will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.1 In light of the December 27 tax law changes which brought a second round of Economic Impact Payments and other benefits to many, the IRS will use this additional time to update, program, and test their systems.1 However, if you intend to work with a tax professional or... use tax software, there's no need to wait. If you prepare your return now, not only will you have your taxes done and out of the way, but your filings will be transmitted to the IRS starting February 12.1 Even with this new date in mind, your deadline to file is still April 15. To request an extension, make sure you do so by April 15. This may grant you until October 15 to file your 2020 tax returns. However, this is an extension for filing only. The IRS still requires one to pay any taxes due by the original filing date of April 15.1 Filing one’s tax returns can be a complicated and sometimes daunting process. It’s never a bad idea to speak with a tax professional before filing, or securing their services to file on your behalf. 1. IRS.gov, January 15, 2021 This article is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your tax-filing strategy. 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. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, 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. Randy Hinton [email protected] 805-658-1500 RH Wealth Advisors, Inc. https://www.rhwealth.com/ fb in

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees. Here’s a quick recap of five key highlights: Stimulus Checks: The new law authorized a second round of $600 checks for people with income that meets the criteria. The checks start to phase out for individuals who earned at least $75,000 in 2019 and $150,0...Continue reading

Weekly Market Insights Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading. The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500 increased by 1.83%. The Nasdaq Composite index, which led throughout 2020, picked up 2.43%. The MSCI EAFE index, which tracks developed overseas stock markets, rose 1.45%.1,2,3...Continue reading

January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy. For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their future. It’s also time for me to connect with established clients and check to see if their financial strategy needs any adjustment, as well as talk about any changes they want to discuss. Having your financial strategy in place can not only mean a gr...eat deal to you in the long term, but it may provide you some comfort in the short term. Let’s schedule a time to discuss your financial life today. 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. This material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite, LLC, 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.

Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard & Poor’s 500 increased by 1.43%. The Nasdaq Composite index, which led all year, added 0.65%. The MSCI EAFE index, which tracks developed overseas stock markets, rose 2.02%.1,2,3 The Year in Brief...Continue reading