When Should You Claim Social Security? Key Questions to Consider Before You Decide
For many people approaching retirement, Social Security is one of the most familiar parts of the planning process. You may know yo [...]
What to Know about Social Security Benefits: Income, Disability and Family Support
Social Security benefits play an important role in the retirement income of many Americans, as well as providing support to those [...]
Explaining the Social Security Fairness Act
Public-sector workers like teachers, police, firefighters, and more who receive non-Social Security pensions are set to see the [...]
5 New Social Security Changes for 2025
2025 brings about some important changes to Social Security. On this episode of the Retire Your Way with ILG Financial Video Se [...]
Social Security Solvency: Thoughts from Expert Hamilton Morales
A few times a year we have the privilege of chatting with Social Security Expert Hamilton Morales about the latest and greatest [...]
Mailbag: Not Retiring But Taking Social Security and Gifting vs. Inheritance
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase continue answering viewer questions, inc [...]
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.