Fence Financial LLC

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Fence Financial LLC For many decades we've helped thousands navigate the complex world of income tax preparation and financial planning.

Market performance is only part of the retirement equation. Timing, withdrawals, and income needs can all influence how ...
10/29/2026

Market performance is only part of the retirement equation. Timing, withdrawals, and income needs can all influence how a retirement strategy unfolds over time. Explore the article below!

"Sequence of Returns Risk" is a critical threat to retirement plans; it occurs when market downturns coincide with withdrawals, forcing retirees to sell assets at a loss.

Year-end planning does not have to remain a mystery or seem scary. 🎃 If RMDs, tax planning, or retirement accounts are o...
10/26/2026

Year-end planning does not have to remain a mystery or seem scary. 🎃 If RMDs, tax planning, or retirement accounts are on your mind, reach out to our team to learn how we could help: https://www.fencefinancial.com/contact

Charitable giving is often most meaningful when it's intentional, not rushed. Before the year-end calendar fills up, con...
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.

A thoughtful year-end landing begins with a careful checklist. Review important deadlines, beneficiary information, givi...
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

Like pieces of a puzzle, different parts of your financial life can influence one another. Tax planning, charitable givi...
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/

Year-end can be a good time to revisit your investment strategy and make sure it still aligns with your goals, timeline,...
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.

Wishing our clients, families, and community a thoughtful Columbus Day and Indigenous Peoples’ Day.
10/12/2026

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

Retirement tax planning often involves balancing today's decisions with tomorrow's unknowns. Understanding the tax impli...
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.

Address

550 Rt. 530 Suite 4
Whiting, NJ
08759

Opening Hours

Monday 8:30am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 5pm

Telephone

(732) 849-0550

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