Can Qualified Charitable Distributions Save You Money?
Could your charitable giving actually help lower your taxes? On this episode of the Retire Your Way with ILG Financial Video Se [...]
Incorporating a Charitable Giving Plan into Your Financial Strategy to Support Philanthropic Goals
Charitable giving is a meaningful way to support causes while also incorporating philanthropy into a broader financial strategy. W [...]
Tax-Efficient Ways to Share Wealth
The holiday season is a time for giving, and for those who wish to share their wealth, there are financially efficient strategies [...]
Thinking About Donating Your Stock to Charity?
Doing so is a powerful tax strategy to optimize your charitable giving For investors seeking to support charitable causes while ma [...]
Tips to Help You Practice Meaningful and Strategic Philanthropy
Many people find that being philanthropic with their money brings them joy. After all, being charitable can be a meaningful experi [...]
Qualified Charitable Distributions to Reduce the RMD Tax Burden
When you started out saving for retirement, you may have contributed to an IRA or 401(k) through your employer. In addition, you h [...]
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.