Fence Financial LLC

09/07/2026

Wishing you a safe and relaxing Labor Day spent with family and friends. ☀️

As a reminder, the financial markets and our office are closed today for the holiday.

09/04/2026

Year-end planning is about more than checking boxes. From tax-loss harvesting and Roth conversions to charitable giving and trust strategies, there are several opportunities that may help support your overall financial plan. Check out this blog to learn more!

As the year’s end approaches, wealthy individuals must prepare for one of the most critical monetary tasks: year-end tax planning. Due to the nature of their holdings and dynamic financial situation, wealthy individuals often grapple with complex tax management issues. With astute planning, mitiga...

09/02/2026

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

08/27/2026

Charitable giving can be about more than supporting causes you care about. It may also play a role in broader estate and legacy planning conversations.

Learn more in the article below.

The charitable deduction allows you to deduct the value of property you give to charity from your estate and may reduce any federal gift and estate tax that may be owed. Charitable gifting allows you to satisfy your personal philanthropic desires and fulfill your estate planning objectives.

08/25/2026

8-25-26 10:00 AM

Please note that our entire shopping plaza is without internet currently. Attempts to call our office or contact us via email may be challenging.

We are nevertheless monitoring things closely and apologize for this inconvenience.

08/24/2026

✈️ Pilots and thoughtful charitable givers have more in common than you might think.

Planning. Preparation. Attention to detail. Long-term thinking.

Is charitable giving a part of your financial goals? Take a look at our latest blog "Charitable Giving and Year-End Planning: What to Review Before Q4" to explore some key year-end giving considerations: https://www.fencefinancial.com/blogs

08/21/2026

National Aviation Day may have been on Wednesday, but this "flight crew" is still celebrating. ✈️😎

Every pilot knows the importance of a good flight plan. Every financial advisor knows the importance of a good financial plan.

Blue skies, happy memories, and a weekend cleared for takeoff. Have a great Friday, everyone!

08/20/2026

Believe it or not, year-end isn't that far away.

This article explores tax-planning considerations that may be worth reviewing while there's still time left in the year. Read more below.

Although tax planning is a year-round process, the last few months of the tax year present a unique opportunity to estimate your tax situation while you still have time to take actions that might help you minimize your tax liability.