Asset-Rich but Cash Poor: Understanding the Retirement Predicament
Retirement is a time when most people expect to enjoy the fruits of their labor, with financial security and a steady income from [...]
Chase’s Pick: What is a Target-Date Fund?
A target-date fund is an investing tool, often in the form of an ETF or mutual fund, that adjusts its investment strategy based on [...]
Structured Notes: What Are They and How Do They Work?
Dave and Chase cover a lot of general retirement-related subjects on the Retire Your Way with ILG Financial Podcast. On our lat [...]
Retirement Planning For Young Adults
When we talk about the importance of retirement planning, we're usually talking to those people in the “retirement red zone”, w [...]
Retirement Tips for the High Net-Worth Individual
Retirement is a major milestone in the life of every individual, and it is no different for high-net-worth individuals. If you’re [...]
Dave’s Pick: Planning For Unexpected Costs Before You Retire
Your retirement planning needs to incorporate more than just investments Your open heart and your destitute relatives can combine [...]
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