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I am very excited to introduce a new feature of the Life Transition Blog, interviews with leaders in fields serving those in transition. My hope is to help you get a better understanding of the many professions that are at your service and will help you feel less overwhelmed. If you know of a profession...
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During our first meeting, a recent client of mine shared her story: My husband of 59 years died recently and I’m feeling overwhelmed by day-to-day decisions. I expected to feel the emotions associated with grief, but I never expected to feel helpless. My husband took care of our financial life and I’m really at a...
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How do you know that your finances (or those of a loved one) are off track?  There are both obvious and more subtle signs.  Let’s run through the top reasons that clients call me for help handling their day to day finances. Piled up mail and being overwhelmed by it is the most common first sign...
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It’s hard for many who are on a fixed income to navigate the holidays.  There are opportunities to spend at every turn.  Maybe you sent checks to your grandchildren.  Or maybe you bought gifts for your favorite caregivers.  Perhaps you simply ate out more or bought some new outfits for the many parties you attended. ...
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It is not unusual for families to try to make the most of holiday visits by having “important” discussions while far flung family members are together. While the intent is good, all too often such attempts backfire and even damage relationships. Whether you are the matriarch or patriarch of the family or the adult children...
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From time to time, Sheri answers reader’s questions in this space. Dear Sheri, I am retired and live on a fixed income which should last me through my final years. I see my kids struggling and want to help them, but I don’t want to give up my financial security. What can I do to...
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Many of the adult children I work with complain that the senior living communities where their parent lives don’t do a very good job at bookkeeping. I often hear that payments are not properly recorded causing duplicate bills to be sent or late charges to be applied. Since many of these caregivers are working long...
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