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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 seems that our world becomes increasingly complex with each passing day. Whether it is deciphering a form to request that medical records be sent to a new specialist or determining whether to accept the insurance on a rental car, we find ourselves confronted with decisions at every turn. As a daily money manager I...
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Dear Sheri: I have boxes and boxes of old files cluttering my closets and I’d like to clean out but I don’t know what I’m supposed to keep. Help! — Fred Dear Fred: First of all, good for you for wanting to de-clutter your space! I know that you are not alone in wondering what...
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Dear Sheri: My husband recently passed away and he always handled our household bills and budget. I don’t even know where to begin to get everything in order. Is there someone who can help me with this? Intimidated Irene Dear Irene: First off, please accept my condolences to you on your loss. It may help...
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