fraud increases

It’s estimated that somewhere in the neighborhood of 10,000 people will retire each day thanks to the Baby Boomer generation. These individuals control 70% of the nation’s wealth. The sad truth is that this number will also attract a wide array of con artists and defrauders, bent on swindling away a piece of their pie.…

Read More
case study

Here at Baker DMM, we deal with clients of all shapes and sizes. Our firm appreciates that everyone included senior citizens have different incomes, different obligations and different goals. So while we are happy to welcome people from all backgrounds, we never apply a cookie cutter, one-size-fits all solution.   One of our major markets is…

Read More
social media

In today’s digital age, every company needs to do their best to stay connected with their clientele through social media. It’s just too great a tool not to leverage to its fullest. With that perspective in mind, Baker DMM has made social media a priority in order to better serve our market. With social media,…

Read More
financial mangement

As Americans enter old age in rapidly increasing numbers, more money management consultants will run into situations like the one a Virginia CPA encountered last year. The CPA spent five hours rummaging through the home of a 94-year-old client, trying to find the paperwork needed to complete the man’s 2010 tax return.   The client,…

Read More