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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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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Credit Cards vs. Debit Cards

  • On : June 9, 2015

It’s increasingly rare these days that anyone ever has cash on them. That’s because most of us now rely on plastic to make our purchases, whether it’s something small like lunch or something much bigger like a new television. We’ve all become accustomed to simply whipping out a plastic card at ...

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Baker DMM Offers Assurance Services to its Clients

  • On : June 9, 2015

If you’ve not heard of assurance services before, then allow us to explain. In the simplest possible terms, it is basically an audit service that’s provided by a CPA for the purpose of reviewing financial documents and transactions for accuracy and correctness. The goal of providing this ...

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Identity Theft: 7 Signs Your Identity Has Been Stolen

  • On : June 9, 2015

While the digital age has brought us countless benefits, unfortunately, it’s also meant a number of new challenges too. One of these is identity theft, something we all need to be vigilant about at all times. Here are seven signs you may be a victim. Bills for Things You Didn’t Buy You should ...

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