Social Security Solvency: Thoughts from Expert Hamilton Morales
A few times a year we have the privilege of chatting with Social Securit [...]
September 2024
August 2024
Mailbag: Not Retiring But Taking Social Security and Gifting vs. Inheritance
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
June 2024
Social Security Scenarios With Hamilton Morales
On this episode of the Retire Your Way with ILG Financial Podcast, natio [...]
April 2024
Maximizing Social Security Benefits: Smart Timing and Planning
Navigating Social Security benefits effectively requires strategic consider [...]
February 2024
Is Social Security in Trouble?
According to a December 2023 article, about 10,000 baby boomers retire e [...]
November 2023
Bonus Episode: More with Social Security Expert Hamilton Morales
Chase Lopez's discussion with national Social Security expert Hamilton M [...]
October 2023
Social Security Planning With Hamilton Morales
On the latest episode of the Retire Your Way with ILG Financial Podcast, [...]
July 2023
Social Security Taxation: Understanding How It Works
As the anniversary of the Social Security bill being signed into law (Augus [...]
May 2023
Your Social Security Just Got a Raise!
On the latest episode of the Retire Your Way with ILG Financial Video Se [...]
February 2023
How Taxes Work on Social Security
You may not know it, but Social Security income is taxed! However, your tax [...]
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.