Posts Tagged ‘financial Goals’
Financial Threats Facing the Elderly
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 threats that face our many elderly clients, we were somewhat sobered by what Jack Windt had to say. In…
Read MoreSenior Money Moments May Have Serious Consequences
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 daily money manager on your side, as…
Read MoreProtecting the Elderly from Financial Abuse
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 money. Such a crime is referred to as elderly financial abuse.…
Read More7 Signs of Identity Theft
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 of identity theft: Bills for Things You Didn’t Buy You should never…
Read MoreFree Advice to Protect Your Family from Identity Theft!
We recently received one of those chain emails that, despite being a chain email, actually had some pretty useful information about simple things you can do to protect your identity – and the contents of your wallet! In the interest of helping you, our clients, better protect yourselves from the dire consequences of identity theft, we figured we’d pass…
Read MoreA Sad Tale of a Defrauded Senior Citizen
If you’ve been keeping up with the news lately, then it’s possible that you heard about this story of a defrauded senior citizen. Regardless, we thought it was worth sharing, because it speaks to the financial peril that faces senior citizens throughout the country, including many of our clients. Recently a family realized that their father, who…
Read MoreMishandling Financial Documents Increases the Risk of Identity Theft
Even as businesses, credit card companies and banks continue to push most of their correspondence onto the Internet, the truth is that we still get a lot of paper mail piling up at home. If you’ve been a good citizen, then you’ve been dutifully keeping track of all of those credit card statements, bank statements and other similar financial…
Read MoreGeorgia State University Graduate Chris Baker, CPA leads Baker DMM
Baker DDM is proud to be an extension of Georgia State University’s impressive dedication to financial literacy. Georgia State University is known around the country for a number of reasons aside from just Panthers football. Their J. Mack Robinson College of Business is nationally ranked and regularly produces financial minds ready to offer their…
Read MoreSigns 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…
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