Dave’s Pick: “Every Retirement Plan Should Include These 5 Points”
Article originally published by Kiplinger.com. Written by Chris Wilbratte "Life expectancy is longer today. Interest rates are low [...]
Dave’s Pick: Congress’s $3.5 Trillion Spending Package… What’s Coming?
By now, everyone has heard or read about the $3.5 trillion tax and spending package being debated in Congress. The package is a pa [...]
How Social Security and Retirement Impact Women
Social Security is neutral with respect to gender—individuals with identical earnings histories are treated the same in terms of b [...]
The Ten Critical Ages for Retirement Planning
Each type of retirement benefit has a different eligibility age. Your age plays a significant role in how much you can expect to r [...]
The Costs of Retirement and Ways to Minimize Them
The 2019 Employee Wellness survey by PwC found that 73% of Millennials, 70% of Generation X, and 61% of Baby Boomers think health [...]
2020 Changed How Your Financial Professional Works with You
The loose definition of a financial professional is someone that provides insight intended to lead to a better outcome for your fi [...]
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.