Rely Hechter, CFP

06/05/2025

09/26/2023

Even during volatile times in the market, keep your eyes on the prize.
Long term view is the key. Great slide from Franklin Templeton to visualize the point.

09/22/2023

High net worth families have an obligation to research and get help when it comes to their strategies for successful investments. Because the American tax system requires to pay more taxes, the more you earn, splitting the incomes is a clever strategy - but what does it mean? It mean redistributing the income between families members (ideally moving it toward lower-income members), thus saving money in taxes.

For questions or to schedule a consultation, call me at 954-414-0915, or email [email protected].

09/15/2023

🇺🇸 As a proud member of the Honor Flight South Florida Inc. organization, I would like to spread the word about their amazing initiative.

An all-volunteer organization dedicated to honoring all American veterans, Honor Flights South Florida is offering a FREE trip to Washington, to visit and experience the Memorials built to honor their service and sacrifice.

Visit https://www.honorflightsouthflorida.org and click the Veteran tab to fill out the application or call (855) 359-1838 to receive the application by mail.

You can also reach out to me directly at 954-414-0915, or email [email protected] – thank you!

09/13/2023

Major Secure Act 2.0 Timeline Update! 🔊

An original ruling by the IRS that required all catch up contributions for high earners to be deposited as ROTH contributions (after-tax) starting Jan 1, 2024 – which meant losing that CHOICE for additional tax deduction for high earners – this is now delayed through Jan. 1, 2026.
High earners now have a two year administrative transition period to implement SECURE 2.0 Act’s mandatory requirement that catch-up contributions be made on a Roth basis (those earning over $145,000 in F**A wages in the prior year). The IRS’s action will allow high-wage earners to continue to make catch-up contributions on a pre-tax basis in 2024 and 2025. It will also give MUCH WELCOMED relief to Payroll Companies and Recordkeepers who were struggling to meet the January 1st, 2024 deadline.

For questions or to schedule a consultation, call me at 954-414-0915, or email [email protected].

09/06/2023

School is back in full swing, and while learning science, math and foreign languages is crucial to a child’s intellectual development, so is learning how to manage finances.
Teach them young how to save, and the rewards of saving!

For tips on best strategies to save, you can always give us a call: 954-474-7100.

08/26/2023

There is still time to Honor a Veteran! 🇺🇸
As a proud member of the Honor Flight South Florida Inc. organization, I would like to spread the word about their amazing initiative.
An all-volunteer organization dedicated to honoring all American veterans, Honor Flights South Florida is offering a FREE trip to Washington, to visit and experience the Memorials built to honor their service and sacrifice.

Visit https://www.honorflightsouthflorida.org and click the Veteran tab to fill out the application or call (855) 359-1838 to receive the application by mail.

08/20/2023

Honor a Veteran! 🇺🇸
As a proud member of the Honor Flight South Florida Inc. organization, I would like to spread the words about their amazing initiative.
An all-volunteer organization dedicated to honoring all American veterans, Honor Flights South Florida is offering a FREE trip to Washington, to visit and experience the Memorials built to honor their service and sacrifice.

Visit https://www.honorflightsouthflorida.org and click the Veteran tab to fill out the application or call (855) 359-1838 to receive the application by mail.

08/18/2023

A high-net-worth individual (HNWI) is someone with liquid assets of at least $1 million. These individuals often seek the assistance of financial professionals to manage their money, and their high net worth qualifies them for additional benefits and investing opportunities that are closed to most.
Due to the complexity and potential impact of estate planning for high-net-worth individuals, it is crucial to work with experienced estate planning attorneys, financial advisors, and tax professionals who can provide personalized guidance based on individual circumstances and goals.

Are you a HNWI? Our team can help plan your estate:
https://www.lwmfl.com/contact

08/14/2023

Are you a veteran or know one?
As a proud member of the Honor Flight South Florida Inc. organization, I would like to spread the words about their amazing initiative.
An all-volunteer organization dedicated to honoring all American veterans, Honor Flights South Florida is offering a FREE trip to Washington, to visit and experience the Memorials built to honor their service and sacrifice.
Visit https://www.honorflightsouthflorida.org and click the Veteran tab to fill out the application or call (855) 359-1838 to receive the application by mail.

08/11/2023

If you are not certain about your finances’ future and how to grow existing wealth, Legacy Wealth Management offers comprehensive financial reviews and tailor-made strategies to effectively manage and mitigate risk. Our advisors’ guidance helps assess your current financial situation and identify potential areas of concern.

Our team can help you get started and answer any questions you may have:
954-474-7100.