Fence Financial LLC

10/07/2026

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

10/05/2026

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.

09/29/2026

As the seasons change, your financial checklist may deserve an update too.

Learn more about tax-loss harvesting, Roth conversion considerations, charitable giving strategies, and other year-end planning topics in our blog.

https://www.fencefinancial.com/blogs

09/24/2026

When it comes to family wealth, money is only part of the equation. This article explores why family governance, education, and communication can play an important role in aiming to preserve a legacy over time.

Three experts agree family control, not money, is what risk analysis misses; they back an index scoring governance, learning, resources, and competitiveness.

09/21/2026

Pilots rely on checklists before every flight. ✈️ Wealth management could aim to benefit from the same mindset.

Have you reviewed your retirement income strategy, beneficiaries, tax strategy, and estate documents recently? Visit our website to learn more.

https://www.fencefinancial.com/

09/19/2026

Today, I hope you’ll allow me to share something a little more personal than taxes and financial planning.

There are certain moments in life that no amount of planning can truly prepare you for, and watching my daughter on her wedding day was one of them.

As a father, it’s hard to put into words the pride, love, and emotion that comes with seeing your little girl begin this beautiful new chapter of her life. She was absolutely radiant, and seeing her so happy is something I’ll never forget.

To my daughter and her new husband Austin — may your life together be filled with love, laughter, friendship, and a lifetime of wonderful memories.

I couldn’t be prouder, and I couldn’t love you more. ❤️ God bless you both !

09/18/2026

🏈 What's your retirement game plan?

While teams are reviewing playbooks and setting goals, it may be a good time to review your own retirement strategy. Are your savings, income plan, and long-term priorities working together to pursue the future you envision?

Visit our website to learn more about our retirement planning approach: https://www.fencefinancial.com/retirement-planning