Blog

Who Benefits from a Daily Money Manager?

  • On : August 13, 2017

Who Benefits from a Daily Money Manager?   By: Christopher Baker, CPA   For those who are physically and mentally healthy, keeping up with day to day financial tasks such as mail review, bill pay, and overall financial organization are tasks we can typically manage on our own.   ...

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An Elder Abuse Story With A Good Ending

  • On : August 9, 2017

We all know that, sadly, senior citizens are often the targets of abuse. A lot of times, this has to do with their personal finances. Many have handed over their entire life’s savings to complete strangers over Moneygram, Green Dot, Western Union or over a wire transfer. For many reasons, ...

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Cases of Elder Abuse on the Rise

  • On : August 4, 2017

For those of us with elderly parents, it’s almost unthinkable that anyone would be so heartless as to take advantage of them. Yet, every year, we hear about cases of elderly people being maliciously conned out of their hard-earned money. Sadly, this problem doesn’t seem to be getting any ...

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Cut Your Credit Card Rate: A Simple Trick to Save Hundreds

  • On : October 20, 2015

Just about everyone these days has a credit card, but that doesn’t mean that it’s always a good thing. While it means we can leverage our spending power to a large degree, the debt this luxury brings with it keeps more than a few of us up at night. Fortunately, there’s one simple step you […]

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Think of a Daily Money Manager as Your Personal Trainer

  • On : June 9, 2015

As your daily money manager, our job covers a lot of territory and many people often wonder what exactly it is we do and how we can help them. We think one of the best comparisons is to think of us as sort of like your personal fitness trainer. In fact, in many ways, that’s exactly what we […]

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The Financial Perils Faced by the Elderly

  • On : June 9, 2015

In a recent article in the Herald Tribune, reporter Barbara Peters Smith spoke with a general practice attorney named Jack Windt, who has extensive experience handling wills and trusts for the elderly. While we’re quite aware of the financial perils that face our many elderly clients, we were ...

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Financial Services Offered

  • On : June 9, 2015

Like all financial services companies, we’re proud of the many ways we can help our customers. At Baker DMM, we don’t offer any one service. In fact, we like to think we offer a number of financial services that can help where our customers’ finances are involved. The main approach we take is ...

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Senior Money Moments can have Serious Consequences

  • On : June 9, 2015

Getting older is a natural part of life, but unfortunately, it can also come with those senior money moments. For many people, this means momentary lapses in memory or judgment. However, it can also mean serious consequences when these issues affect one’s money. This is a great reason to have a ...

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Protection from Elderly Financial Abuse

  • On : June 9, 2015

It goes without saying that we all love our parents. This is why getting older, as a child, can often be difficult, as it sometimes means watching our beloved parents struggle. One especially challenging situation is when they’re struggling because other people are trying to swindle them for ...

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5 Steps to Getting Your Financial House in Order

  • On : June 9, 2015

The following are five steps you can rely on for putting your financial house in order. 1. Organization is essential. You must organize everything to such a level that you understand how much cash flow you have, your recurring and discretionary expenses, your net worth, and much more. 2. With ...

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