Four Actions to Take if You’re Retiring Next Year
Retirement is a major transition point – as you go from saver to spender It [...]
December 2022
October 2022
Retirement Planning Does Not Stop in Retirement
Five easy pointers to help you plan during all of your retirement years If [...]
September 2022
Rising Interest Rates: What It Means for Your Retirement
A common theme that we discuss on this podcast is the idea of income in [...]
Dave’s Pick: “Are You Prepared for The Costs of Retirement?”
Healthcare is one of the largest expenses for people in retirement, but it’ [...]
August 2022
Protecting Your Retirement with the Bucket Strategy
Saving for retirement is a long-term endeavor. It’s not about finding the n [...]
Dave’s Pick: “10 Nasty Surprises That Could Ruin Your Retirement”
Article published by FinanceBuzz.com Written by Jenny Cohan and Edited by M [...]
May 2022
Enlisting the FIRE Movement to Retire Really Early
Are you considering retiring before your full retirement age? Then you’re a [...]
Chase’s Pick: “Choppy Market Impacting Your Retirement Income Plan?”
Article originally published by Kiplinger.com Written by Jerry Golden "In r [...]
Educators Considering Early Retirement
Most of the nation’s teachers and K-12 educational employees are members of [...]
April 2022
One Critical Mistake to Avoid When You Retire
Let's assume you're ahead of your peers. You've saved, invested and paid do [...]
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.
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. Chase, as a fiduciary, believes in putting his clients interests first, and building out plans for his clients where they can have a happy and fruitful retirement. He married his beautiful wife in February 2022 and both use most of their free time chasing around their little pup, Aurora.
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.
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.
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. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.