Monthly Archives: December 2014

Realizing Gains and Losses Before Year-End – 2014

There is a well-known saying that the only things certain in life are death and taxes. As 2014 draws to a close, we know all too well that taxes are a certainty we can expect at the onset of the … Continue reading

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Out and About with Financial Fiduciaries, LLC

This past November, we had the distinct pleasure of attending the WAMIC Director’s Meetings on November 17 in Wausau and November 18 in Madison. It was wonderful to connect with our valued clients and take part in the important continuing … Continue reading

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Buyer Beware – Indexed Annuities are not what they seem

From the Desk of Charlie McCullough In past blogs, I have told you about my parents, Donald and Janice. My family is fortunate to have them living with us. I think it is a great opportunity for our children to … Continue reading

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Seven Year-End Tax Tips to Consider

The New Year is nearly upon us. To many it simply means another weight loss resolution, but to the Financial Fiduciaries team, this is the time of year when we suggest that clients take a look at their tax standing … Continue reading

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Financial Fiduciaries Member of Esteemed Asclepius Group

At Financial Fiduciaries, we are constantly working to provide the best possible information for our clients. One way we do this is by specializing in specific areas of interest and gaining as much insight as possible on that particular subject … Continue reading

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Out and about with Financial Fiduciaries

This past October Tom Batterman, President of Financial Fiduciaries, had the distinct pleasure of attending the NAPFA Fall Conference. While these events are always a great time to catch up with other like-minded fiduciaries, they are also a wonderful way … Continue reading

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“Phony Fiduciaries” – How can you tell real from imitation?

Recently we were part of a webinar in which the presenter indicated that in addition to being a fiduciary, his firm also held a securities license. This juxtaposition of roles just did not sit well with us. It is one … Continue reading

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