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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Signs an Elderly Person May Benefit from a Daily Money Manager

  • On : April 24, 2015

All types of people can benefit from having a daily money manager look out for their personal financial interests. Most people value this type of service as more of a convenience than anything. It can make life so much easier to know you can rest assured your money is being managed on your ...

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Daily Money Management = Peace of Mind for Seniors

  • On : April 24, 2015

For those in their retirement years, protecting your financial situation is of paramount importance. Whether you’re living on a set amount of money each month or want to ensure that the legacy you plan to leave your children and grandchildren is protected, daily money management services ...

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Increasing Financial Industry Fraud Amongst the Elderly

  • On : April 24, 2015

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 ...

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Senior Citizens Case Study

  • On : April 24, 2015

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, ...

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