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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Insurance / Retirement / Taxes / Life Changes / Borrowing & Credit / Investing / Budgeting

Why You Shouldn’t Name a Minor Child as Your Beneficiary

Continuing with September as National Life Insurance Awareness month One of the main reasons people have life insurance is because they have young kids. Often, people think that they should name ...

Do I really need life or health insurance?

September is National Life Insurance Awareness month. So, this month on the Journal I’ll be posting about all things insurance. Insurance is. well, sometimes you just must have it. Nobody really says, ...

Winning the Lottery!

July 17th was National Lottery Day. So, did you play? Let’s imagine that you did, and you won. Congratulations! What’s the first thing you should do? If your answer was, post it on Facebook, you would ...

Credit Card Benefits

We all know the basic benefits of a credit card—allowing you to pay for things over time and building your credit, and you might even be familiar with rewards such as cash back, miles, or points, as I ...

Credit Card Travel Hacking

Gen Y & Z are seemingly obsessed with “hacks”. I know my 12-year-old son is always talking to me about various “life hacks” that he sees on TikTok. But one of the original life hacks is using ...

Close-up Of young businesswoman using smartphone with Low Risk

“Too Conservative” in Your Investing?

The market has been somewhat volatile this year and some of my clients have expressed fear that the markets are “too high” and they should get out until this is over. My question to them is—how do you ...

Cash vs. Money Market

Chasing interest on your cash is a tough thing to do, especially right now with interest rates being so low. Several years ago, before the financial crisis of 2008-2009, I held funds in what were ...

woman providing a male entrepreneur with financial advisor

Preparing for Your Financial Review Meeting

Today’s post is a guest blog post from Kim Waldman, who is our Chief Operating Officer at Stephens Wealth Management Group. So, you want to make the most of your financial review meeting, but you ...

Managing Money in A Relationship

If you are in a relationship, are you on the same page when it comes to finance? No?…read on! I recently watched an old episode of How I Met Your Mother, in which Lily was hiding a massive ...

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.

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Michigan

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