Michigan 810.732.7411 Florida 813.251.1879 Michigan 810.732.7411
Florida 813.251.1879
For Clients

Jill’s Journal

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

Minor Child as a Beneficiary

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, ...
Marking Number On Lottery Ticket

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 ...
Stack of credit cards

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 Cards and Passport

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 ...
golden dollar symbol

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 ...
Couple managing their money

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.


5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
View Map / Directions

"Leave Nothing
To Chance."


712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
View Map / Directions

Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG).  SWMG is not a registered broker/dealer.  SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. SWMG is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. SWMG is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.  Important Disclosure