The Financial Threats 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 threats that face our many elderly clients, we were ...

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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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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 of identity theft: Bills for Things You ...

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Protect Your Identity: Some Free Advice!

  • On : June 9, 2015

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 ...

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Another Sad Tale of a Defrauded Senior Citizen

  • On : June 9, 2015

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 ...

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Financial Documents Used to Steal Your Identity

  • On : June 9, 2015

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 ...

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Georgia State University Graduate: Chris Baker

  • On : April 24, 2015

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 ...

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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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Daily Money Management For Seniors: Journal of Accountancy

  • On : December 23, 2014

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 ...

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