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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The Very Real Problem of Financial Illiteracy

  • On : April 24, 2015

Whenever there’s an election coming up, we hear statistics related to education, including those about literacy. However, what the news rarely reports on is how bad this country’s financial illiteracy problem is. The vast majority of people simply don’t know enough about how money works. Just ...

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Stay Connected with Us Through Social Media

  • On : April 24, 2015

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. ...

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Dirty Budgeting Tips to Save More Money

  • On : April 24, 2015

At BakerDMM, we want you to enjoy a lifetime of financial well-being. And, without a doubt, the best way to ensure that you’re always financially secure is to take saving money seriously. So to do our part, we’re going to offer some quick budgeting tips that will help you to save more money ...

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The Time Value of Money for Financial Planning

  • On : April 24, 2015

When financial planning, we tend to think of money as having roughly the same value today and tomorrow. While inflation will reduce the value of the dollar over the long-term, most of us tend to feel that $100 today will be pretty much the same thing as $100 a year from now. That’s actually not ...

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Personal Finances Are Easy

  • On : April 24, 2015

Here’s something you’ll never hear from an accountant: personal finances are actually very easy. However, here at Baker DDM, we have no interest in blending in with the crowd. If, for some reason, you want an accountant to tell you that personal finances are minefields, that you need a handful ...

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Peace of Mind with Daily Money Management

  • On : April 24, 2015

How much time do you spend managing your daily finances? How many reminders do you have in your calendar for bills? How often are those bills and other payments late for no other reason than you were simply overloaded? For most people, that happens quite often. A daily money management program ...

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