Jill Marshall

Imagine a later life defined by deep connection, new passions, and a daily routine you look forward to. That kind of future doesn't happen by accident—it’s designed. Navigating a life transition after retirement doesn't have to mean drifting; it's about intentionally designing your retirement lifestyle so that meaning, connection, and engagement continue through life's changes. Too often, we drift into later life assuming today's routines will continue to serve us indefinitely, or that we'll...

A few legal, financial, and long-term care cost questions worth addressing. Most people we work with typically have some things in place. A will drafted years ago. A financial advisor managing investments. A general intention to look into long-term care planning at some point. What's less common is stepping back to ask whether all of it still holds up— for the years to come. Each of these areas matters on its own. Over time, they need to work together: the right documents, the right...

A 30-day challenge Most families don’t think about organizing essential information until they need it. And by then, the moment has already arrived under the worst possible circumstances. This is an invitation to get ahead of it. Over the next 30 days, one category at a time, 30 minutes at a time. Why This Matters There’s a moment most families recognize — sometimes in a hospital waiting room, sometimes after a phone call that changes everything — when the questions start coming faster...