678.828.4314

3455 Peachtree Road NE, Suite 500 | Atlanta, GA 30326

678.828.4314

3455 Peachtree Road NE, Suite 500
Atlanta, GA 30326

Posts Tagged ‘Financial Fraud’

Seniors Gain Peace of Mind with Daily Money Management Services

peace of mine

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…

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Financial Fraud Increases Among the Elderly

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.…

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A Case Study on Helping Senior Citizens with Daily Money Management

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…

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Rely on Social Media to Connect with Baker DMM

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,…

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Helping Seniors with Daily Financial Management

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,…

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