Jill Marshall

We plan for most of life’s significant milestones. Where to live. How to manage our finances. What kind of care we might need as we age. We treat those as responsible, necessary steps. Yet, when it comes to our final wishes, most of us avoid the topic altogether. That silence has consequences. For most of human history, death arrived quickly. Today, modern medicine gives us the opposite experience: time. Because once-fatal illnesses are now manageable over years, we are among the first...

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...