Avoid These Four Mistakes in the Run-Up to Retirement
Retirement isn’t just a financial transition - it’s a life transition. On this episode of the Retire Your Way with ILG Financia [...]
Dave’s Pick: “This Is the Retirement Phase Nobody Talks About”
Published by Kiplinger.com Written by Kyle Hammerschmidt "What if the most important part of retirement planning happens in a wind [...]
Year-End Financial Reflections to Help You Assess Lessons and Opportunities from the Past Year
As 2025 comes to a close, it’s the perfect time to reflect on financial lessons learned and strategies that delivered strong resul [...]
How to Take Intentional Steps to Build a Retirement Income Plan to Fund Your Later Years
Planning for retirement involves more than just saving a lump sum of money. It requires careful consideration of how you will gene [...]
Planning for Longevity in Retirement: Strategies to Optimize Your Savings
As life expectancy increases, many retirees face the challenge of stretching their savings over several decades. Proactively plann [...]
Retirement Income Withdrawal Strategies to Support Your Long-Term Financial Needs
Planning for retirement involves more than just saving; it also requires a strategy for withdrawing funds in a way that sustains i [...]
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.