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Jill’s Journal

An educational blog from SWMG Financial Advisor Jill Carr for new investors about the fundamentals of investing and finance.

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Emergency Savings

Emergency Savings

The government shutdown has shed light on a problem that plagues many in this country: what would you do, if you suddenly were out of a job, or missed a paycheck? That’s what credit cards are for, ...
Jill’s Journal: Budgeting

Jill’s Journal: Budgeting

Budget. The 6-letter dirty word. After the series of blog posts on debt, I figured I should talk about budgeting, even though, if you’re like most people, you’re not interested. A Gallup poll showed ...
Jill’s Journal: Target Date Funds

Jill’s Journal: Target Date Funds

For the past several years, our financial advisors have helped to manage several 401(k) plans for small to medium size businesses. And though I discussed 401(k)s and Roth 401(k) and how they work, I ...
Jill’s Journal: IRA Vs. 401(K) Vs. ROTH Part 1

Jill’s Journal: IRA Vs. 401(K) Vs. ROTH Part 1

I have found that professional, super-smart people, that I personally know, do not know the difference between an IRA, a Roth IRA, and a 401(k). That will simply not do. You need to know this stuff. ...
Jill’s Journal: Asset Classes – Stocks

Jill’s Journal: Asset Classes – Stocks

Previously, on Jill’s Journal, I talked about diversification with stocks and bonds. Remember, the goal of diversifying your investments is to smooth out your ride – you want to have several ...
Jill’s Journal: Volatility in the Market

Jill’s Journal: Volatility in the Market

Wow, the markets have sure had a bumpy ride lately! Unfortunately, this is all par for the course with the history of the stock market. We are coming off several years of growth in the markets, and ...
Jill Carr CPA, CERTIFIED FINANCIAL PLANNER™

Meet Jill Carr

SWMG financial advisor Jill Carr loves supporting her clients in growing their financial literacy and understanding of wealth management. In that same spirit, her blog Jill’s Journal is aimed at providing newer investors with answers to common finance and investing questions.

"Leave Nothing To Chance."

Michigan

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Phone: 813.251.1879
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