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 [...]
Five Questions to Ask As You Consider Retiring
Normal retirement age used to be 65, but things are way different today You might be thinking about retiring, but how do you know [...]
Dave’s Pick: “The federal spending bill will make it easier to save for retirement. Here’s how”
Article published by NPR.org Written by Arezou Rezvani "The $1.7 trillion spending bill signed into law by President Biden include [...]
Four Actions to Take if You’re Retiring Next Year
Retirement is a major transition point – as you go from saver to spender It's common for people who are retiring to set their reti [...]
Retirement Planning Does Not Stop in Retirement
Five easy pointers to help you plan during all of your retirement years If you’re retired, you enjoy good news in that you’ll prob [...]
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.