NEWSLETTERS

Dear Clients, Partners, and Friends: We hope all has been well for you. It’s hard to believe, but Baker DMM is approaching 6 years in business. We would like to thank everyone who has been supporting our efforts to help people with disabilities and those that are aging with daily money management. Most of our clients are susceptible to financial fraud and exploitation,…

To all, We appreciate you taking the time to review our 2nd Quarter newsletter about older adults and managing of finances, and hope that you are doing well. Sincerely, Chris Baker, CPA, Managing Director Phone – 678.828.4314   Did you know…   The President’s Council of Advisors on Science and Technology (PCAST) is an advisory group of…

To all, We appreciate you taking the time to review our 1st Quarter newsletter about protecting seniors from financial abuse, and hope that you are doing well.   Did you know… Protecting Seniors from Financial Abuse and Fraud   Financial exploitation of elders by caregivers or scam artists is not new. But the extent of…

To all, We appreciate you taking the time to review our 4th Quarter newsletter about fraud and the Wells Fargo account fraud scandal in the news, and hope that you are doing well.   Did you know…   In September it was reported that employees of Wells Fargo – one of the largest U.S. banks…

Dear Friends, We appreciate you taking the time to review our 3rd Quarter newsletter about financial protection, and hope that you are doing well. Did you know… Nursing Homes and Thefts Thousands of residents in U.S. nursing homes and other long-term care institutions for the aged and disabled have had their personal savings raided or…

  Dear Friends,   We appreciate you taking the time to review our 2nd Quarter newsletter on handling financial matters, and hope that you are doing well.   Did you know…     Studies show that the ability to perform simple math problems, as well as handling financial matters, are typically one of the first…

Dear Friends,   We appreciate you taking the time to review our 1st Quarter newsletter on managing parent’s finances and cybercrime, and hope that you are doing well.   Did you know…     The Wall Street Journal recently published an article titled “The Difficult, Delicate Untangling of our Parents’ Financial Lives”. In this article,…

Friends and colleagues,   To kick off the New Year, we would like to show you a video testimonial from one of our busy professional Clients.       If you know of a busy professional who would benefit from our services, please feel free to share this video with them.   We appreciate you…

Friends and colleagues,   We appreciate you taking the time to review our 3rd Quarter newsletter. Check out this video testimonial from one of our Senior Adult clients.       If you know of a Senior who would benefit from our services, please feel free to share this video with them and/or their family members.   Sincerely, Chris Baker, CPA, Managing Director Phone…

Friends and colleagues,   We appreciate you taking the time to review our 2nd Quarter newsletter. For the remainder of the year, we are going to change up our format a little bit and show you a few video testimonials from some of our clients.   Please see the the video below for a testimonial from one of our young…