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 [...]
How to Maximize Retirement Accounts from Former Employers
The journey to retirement spans a lifetime, marked by the pursuit of a fulfilling post-work life. Many Americans switch employers [...]
Debunking Common Myths About IRAs and 401(k)s
Individual Retirement Accounts (IRAs) and 401(k) plans are powerful tools for securing a financially stable retirement. However, m [...]
Is the Roth 401(k) an Option for You?
Taking a closer look at whether it might be appropriate for your situation Since it first became available in 2006, many employers [...]
Where is Your Money Going Inside Your 401(k)?
A 401(k) is a common savings tool for many working Americans. It’s an easy way to save and generally comes with the benefit of emp [...]
Dave’s Pick: “Many 401(k) investors don’t use target-date funds the right way”
Article originally published by CNBC. Written by Greg Iacurci Target-date funds have ballooned in popularity over the past 15 year [...]
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.