Sheri Samotin

Facing the Finish


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“Nobody gets out of life without dying. If we could beat the house on this bet, we would, but the house always wins, so we have a choice. We can close our eyes to the advancing changes coming our way and just react when the inevitable happens, or we can plan … to be as ready as we can be for what is headed our way.”

Written both to older adults facing the end of their years and the adult children who will care for them, Facing the Finish is loaded with tips and tricks for creating a dialogue between the two generations and handling the many decisions and details that can become overwhelming. While this is not planning that most people enjoy, leaving without a plan is much worse. That’s why family caregiving is often called “the other midlife crisis.”

Author Sheri Samotin is here to help. She covers everything from emotional considerations – accepting that the end is near or managing family dynamics – to practical matters about which documents to find or create and how to store them for when they’re needed.

She urges readers to consider financial resources early – whether to set aside savings, purchase long-term care insurance, or plan for accessing public benefits. She also lays out different options for housing, helps readers weed through the fine print of Medicare, and offers strategies for both caregiving and caregetting. Real-life cases help illustrate each point. And if this all seems too overwhelming, Samotin helps you consider when it’s best to hire professional help.

Finally, Samotin provides you with a detailed approach to develop your Life Transition Plan. You don’t have to be alone in making end-of-life decisions. Samotin’s road map will serve as your navigator each step of the way.



From Accepting Aging to Getting Your Affairs in Order and dealing with Family Challenges, Health, Housing and Money this comprehensive book gives those approaching retirement and their families a way to cope with difficult transitions and live without worry. This detailed book shows readers how to plan for the future realistically and proactively. Facing our aging future is difficult and Sheri’s “no nonsense” approach makes the case for doing a “A Life Plan” before it’s too late. There are varied and practical first- hand stories showing how Sheri solved the issues and many, many resources for getting the help readers need.
As an individual with aging issues around the corner, I’m grateful for her superb advice to make the last half of my life easier on myself and family members.

-Bonnie Michaels
President of Managing Work & Family, Inc.
Work-Life Consultant, speaker, and author of:
Solving the Work/Family Puzzle, A Journey of Work-Life Renewal, Upside: How to Zig When Life Zags, and The Happy App: A Process for Boomer Bliss


Sheri has a unique perspective—she's both caring and practical—which means she's able to manage the emotions around the difficult decisions we face as our parents grow old. In her book, she boils down what feel like overwhelming problems into doable tasks for both adult children and aging parents. I recommend “Facing the Finish” for all of us, as we all face our parent's last years and plan how we'll cross our own finish line.

-Denise M. Brown, Founder,


Thank you Sheri for reminding us that “age isn’t something to fear-it’s something to prepare for, and by being prepared ahead of time, it can be a comforting chapter at the end of a long, full life.”
I am recommending “Facing the Finish” to my aging family and friends because I want them to feel more confident as they answer the question ‘Who will take care of you when you can no longer care for yourself?”.When you read “Facing the Finish” you will feel like Sheri has become your family’s experienced guide helping you avoid that other “midlife crisis” as she calls it. You can avoid the crisis that is caused when we or our parent’s, need care much sooner and for much longer than we ever expected or prepared for. Sheri advises adult children to “proceed with a light touch” when they become involved in their parents care. She reminds them that they are not their parent’s parent. Sheri reminds each of us that we can set the tone and direction of care related decisions by creating our life transition plan now while we are well.“Facing the Finish” provides clear direction on how to create and implement our life transition plan. An important theme in the book is to not only have a transition plan but to have conversations about your plan with your trusted advisors, family and friends. Sheri began Facing the Finish with the quote “Happiness is something you decide ahead of time.” So buy a copy for your advisory team and your adult children. Encourage each other to do all we can to serve well as caregivers and be gracious, and perhaps even happy, recipients of the care.

-Renee Porter-Medley, CFP®
Co-Founder, SWAN-Savvy Women Advice Network, Inc.


Ms. Samotin brings her wealth of knowledge and experience in helping Older Adults and their Adult Children deal with the challenges of aging. With these insights Samotin provides many real life examples to illustrate her points, which help to personalize the lessons.
I believe that all persons, whether Older Adults or Adult Children, can get a great deal of benefit from this book. The author brings to the fore many salient points that you might not otherwise have considered as you face this transition, from either point of view (Older Adult or Adult Child). It’s a relatively short read (roughly 200 pages) and is written in an easy, conversational style (not full of technical jargon!). I will recommend this book for clients in either situation who are looking for just such a roadmap (and even if they don’t know they’re looking for such a roadmap!).

-Jim Blankenship, Getting Your Financial Ducks in a Row