RESOURCES

Does this surprise you?

There’s a lot we don’t know about caring for our aging population.

There is very limited research about the obstacles and rewards families encounter during the caregiving journey, and even less information about what caregivers and care recipients need regarding financial caregiving. Filling this knowledge gap is critical because as our society ages, the specific demand for assistance with financial caregiving will increase.

Eldercare Industry Resources

Associations

The National Aging in Place Council (NAIPC) offers a robust list of resources for seniors

Government

Independence, Technology, and Connection in Older Age, Report to the President, President's Council of Advisors on Science and Technology (PCAST), The White House Office of Science and Technology Policy

Department of Justice – Elder Initiatives

Publications

The Journey of Caregiving: Honor, Responsibility and Financial Complexity, A Merrill Lynch study, conducted in partnership with Age Wave, October 2017

AICPA Elder Planning Services, Journal of Accountancy Daily Money Management

How people feel about Baker DMM:

“Baker DMM provided me with a comprehensive look at my personal financial situation. Establishing a budget and receiving their monthly financial reports were invaluable to me. I now have a concrete plan for managing my cash-flow more efficiently and will be able to better handle my personal finances moving forward.”

Mike Davis
Commercial Real Estate Services

“Baker DMM has been a tremendous resource in helping us organize our financial affairs, think about our long-term goals, and move in the right direction to achieve those goals. We are very grateful to Baker DMM. Chris Baker is a fair, honest, and diligent professional and who always made himself readily available if we had questions. We will continue to recommend Baker DMM to family and friends.”

Farah Hottle
Senior Consultant at Vaco Resources

“Baker DMM took the time to clearly understand what I was looking for. They were right on target with the following: 1.) Understanding my needs 2.) Making sure I knew what to expect during the engagement 3.) Being on-time completing the project 4.) Above all, they followed up with me to make sure they completed the work to my satisfaction and explained and presented the completed work to me.”

Jim
Vice President, Financial Services

“I have had a professional working relationship with Chris for the past 5 years. He is a person of unquestionable integrity who is dedicated to producing quality work while maintaining a professional, yet personable, relationship with clients.”

Jeff Pruet
Compliance Manager, Bluelinx Holdings, Inc.

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Baker DMM Daily Money Management Services and Financial Caregiving for Seniors Financial Caregiver Badge

Baker Daily Money Management is your economic first responder...

... guarding against theft, reducing exposure to financial fraud, and protecting family assets. Our clients hire us on their terms, for limited or extensive services. As their financial advocate, our clients invite us into their homes or join us in our offices to assist them with everything from mail review to bill paying to long-term financial decision making. We’ll design your financial caregiving plan according to a proven, reliable process then flex it to meet your specific needs.

Are you holding back on making time-sensitive decisions on behalf of an aging or ailing family member?
Do you have an action plan if you suddenly become a financial caregiver?
How will this new role impact your standard of living or alter your lifestyle?

At Baker DMM, all your questions matter so let’s get your answers now.

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