Protecting Your Retirement with the Bucket Strategy
Saving for retirement is a long-term endeavor. It’s not about finding the next hottest stock or getting rich quickly. This means t [...]
Dave’s Pick: “10 Nasty Surprises That Could Ruin Your Retirement”
Article published by FinanceBuzz.com Written by Jenny Cohan and Edited by Michael Kurko "You’ve tried to be responsible by plannin [...]
Enlisting the FIRE Movement to Retire Really Early
Are you considering retiring before your full retirement age? Then you’re a part of the FIRE Movement, also known in long-form as [...]
Chase’s Pick: “Choppy Market Impacting Your Retirement Income Plan?”
Article originally published by Kiplinger.com Written by Jerry Golden "In response to the wild market swings caused by inflation a [...]
Educators Considering Early Retirement
Most of the nation’s teachers and K-12 educational employees are members of their state’s public pension plans. After years of ser [...]
One Critical Mistake to Avoid When You Retire
Let's assume you're ahead of your peers. You've saved, invested and paid down debts. Maybe you've even met with a financial profes [...]
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 and obtained his