Fence Financial LLC

10/22/2026

Charitable giving is often most meaningful when it's intentional, not rushed. Before the year-end calendar fills up, consider how your giving goals fit into your broader financial picture. Learn more in the article below.

Wealthy families often find year-end charitable giving stressful, lacking clear purpose despite having advisors and funds.

10/20/2026

A thoughtful year-end landing begins with a careful checklist. Review important deadlines, beneficiary information, giving plans, and financial documents before the calendar gets busy.

Need help? Reach out to our team today to learn about our financial services: https://www.fencefinancial.com/contact

10/16/2026

Like pieces of a puzzle, different parts of your financial life can influence one another. Tax planning, charitable giving, RMDs, retirement income, and estate planning may all be connected.

Explore our financial services today: https://www.fencefinancial.com/

10/15/2026

Year-end can be a good time to revisit your investment strategy and make sure it still aligns with your goals, timeline, and priorities. Explore a few year-end investment considerations in the article below!

Consider the following investment tips as the year comes to an end.

10/14/2026

Each week, the LPL Financial Research team compiles insights on market news. Read the latest updates: https://www.fencefinancial.com/weekly-market-commentary

10/12/2026

Wishing our clients, families, and community a thoughtful Columbus Day and Indigenous Peoples’ Day.

10/08/2026

Retirement tax planning often involves balancing today's decisions with tomorrow's unknowns. Understanding the tax implications of different retirement accounts may help you make more informed choices over time. Read the article below to learn more!

Smart retirement-savings strategies can save a lot of taxes, if you can take advantage of them.

10/05/2026

Year-end is an opportunity to revisit your priorities, from retirement income to family and legacy goals. Explore our financial services and reach out to our team today!

https://www.fencefinancial.com/

10/01/2026

Looking for ways to be more intentional about taxes? Understanding your options and reviewing them before year-end may help support your broader financial strategy. Read the article below to learn more!

By keeping a watchful eye on your income and planning carefully,you may be able to reduce the amount of federal income taxes that you owe andeven move to a lower tax bracket. For example, you might postpone some earnedincome or a bonus to another year, or transfer income to a family member.