Optimize Employer Retirement Benefits with Workplace Advantages
Employer-sponsored retirement benefits can play a key role in long-term financial planning. Many companies offer retirement saving [...]
Optimizing 401(k) Employer Match: Strategies for Long-Term Growth
A 401(k) plan is one of the most common ways employees save for retirement, and employer matching contributions can make it even m [...]
Mailbag: 401k and Company Stock, Systematic vs Unsystematic Risk, and Timing the Market
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase dive back into the viewer mailbag to ans [...]
Dave’s Pick: “Millions of Americans are set to lose a popular 401(k) benefit — are you one of them? Here’s what it is and what it means for you”
Published by Moneywise.com Written by Chris Clark "Higher earners, heed this warning: If you've been persistently socking away mon [...]
2024 Challenge of 401(k) Catch-Up Contributions
The SECURE 2.0 Act has sparked retirement confusion and concerns Retirement planning has become a puzzle of intricate legislation, [...]
401(k) ‘Set It and Forget It’ No Longer Works
When it has come to our 401(k)s, we've all heard the age-old saying “Set it, and forget it”. And it was always said that this s [...]
Megan Jones joined the ILG Financial team in 2020 as marketing director. Megan and her husband live in Fredericksburg, VA with their German Short Haired Pointer, Gus. Megan is a graduate of Longwood University and holds a degree in communications. Megan is the oldest of Dave Lopez’s three children and not only enjoys working alongside her father, but also with her cousin, Chase, who joined the ILG Financial team in 2020 as an advisor. Megan is also a fully licensed Life, Health, and Annuity agent. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.
Amy Anderson joined the ILG Financial team in 2023 as the client relations coordinator. Her responsibilities include scheduling of appointments, annual check-up notifications, and annuity and required minimum distribution assistance. She is a graduate of Harding University with a degree in Computer Information Systems. Amy and her husband have two children and she enjoys reading, crocheting, music and spending time with her family.
Terri Center joined the ILG Financial team in 2019 as client services manager. She handles client records, application processing, and gathering information to provide a professional and friendly experience with all of our clients. Terri is a graduate of Oakland University. She is married and has two children. She enjoys hiking, family time, and puzzle challenging video games. She also likes to share her creativity in her canvas paintings and sewing projects.
Jessica Carson joined the ILG Financial team in 2018 as an agent. Jessica and her husband have four children, two dogs, 3 barn cats, 5 chickens, and three parakeets. She indeed loves her children and pets! When not at work, Jessica enjoys playing the piano and cello as well as traveling and spending time outside with her family, hiking, fishing, and boating.
Chase Lopez joined the ILG Financial team in 2020 as an advisor. Chase is a 2016 James Madison University graduate with a degree in management. Chase has been trained under the tutelage of Dave Lopez, who is not only the founder and managing member of ILG Financial, but also is Chase’s uncle and godfather. He also enjoys working alongside his cousin, Megan, who is Dave’s daughter.