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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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A pet getting examined

Can You Afford A Pet?

We adopted some cats a couple of years ago. As of this month, they are three years old, which apparently in cat years is 28 in human years. Little did we know the expenses coming for one cat, who is ...
529 Plan gold key -- college education

Excess 529 Funds?

So, you were a #ResponsibleAdult and you planned for your child’s future with a 529 plan. They were attending school and you withdrew funds to pay for their tuition and room and board. Then, the ...
529 savings Piggy bank beside calculator savings for college

College Funding Part 2

In my last post, I started to explain the different ways that parents (or whomever) can save money for college. This post covers 4 additional ways. Again, here is a handy dandy chart: Like ...
529 savings Piggy bank beside calculator savings for college

College Funding Part 1

May is “529” month (get it- 5/29? It’s a complete dad joke). I will be talking about college funding. Do you have a child or grandchild that will someday attend college? Great, now go back in time ...
A home with itemized deductions as a tax plan

Should I take the standard deduction or itemize my deductions this tax season?

It is tax time. Normally, we would have our taxes filed by now, but this year we have an extension. But I am not thinking about taxes, I am thinking about summer, which I am going to tie into taxes ...
sticky note reminding readers of do it yourself investing

DIY Investing

I heard a great analogy the other day. It has to do with oil changes in your car. If you wanted to, you could figure out how to do an oil change and save yourself some money. However, you might get ...
Hand turns dice and changes the word Trust to Truth.

Hidden Costs of No-Cost Trading

Last year, Charles Schwab announced that they were reducing trading fees to zero, and Ameritrade, E*TRADE and Fidelity shortly followed. Hooray, free trades! For consumers of these companies,, ...
tax refund, treasury check

8 Smart, Adulty things you can do with your Tax Refund/Stimulus check

So, you are getting a tax refund. What do you do with it? It’s still COVID times, so many people don’t want to eat out or travel, and you probably shouldn’t just blow it, so here are some things to ...
The letter F as in finance

The F Words of Finance

There are a lot of F words, especially in the world of finance. Fiduciary, Finance, Financial Advisor, etc. But none of those are my favorite F word. My favorite is “Female Financial Planner”. Ha, ...
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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

5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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Florida

712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
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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.

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