Posts Tagged ‘Financial Fraud’
Signs an Elderly Person May Benefit from Working with a Daily Money Manager
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 behalf. …
Read MoreSeniors Gain Peace of Mind with Daily Money Management Services
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 senior money management services provide peace of mind for and security for…
Read MoreFinancial Fraud Increases Among the Elderly
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 MoreA Case Study on Helping Senior Citizens with Daily Money Management
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 MoreRely on Social Media to Connect with Baker DMM
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 MoreHelping Seniors with Daily Financial Management
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,…
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