Fence Financial LLC

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.

08/26/2026

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

08/25/2026

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.

08/17/2026

Giving can be most meaningful when it's intentional. 💙

This carousel highlights a few questions to consider before making charitable gifts this year. For a deeper dive, read our latest blog: https://www.fencefinancial.com/blogs

08/14/2026

Today is a great reminder to review the details that are easy to put off but important to keep current.

Need a place to start? Explore our financial services: https://www.fencefinancial.com/