Effective Tax Strategies for Wealthy Individuals
Navigating the complex world of taxation can be a significant challenge for [...]
July 2024
May 2024
The Survivor Tax Trap
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
March 2024
Different Ways to File Your Taxes and Their Purposes
It's tax time and although you may have been filing a certain way for ye [...]
December 2023
Advanced Tax Strategies for High-Net-Worth Individuals
High-net-worth individuals (HNWIs) often find themselves facing complex tax [...]
July 2023
Demystifying Income Tax in Retirement
On August 4, 1862, the U.S. collected income tax for the first time[i]. You [...]
May 2023
Can Your Pension Trigger a Retirement Tax Bomb?
If you’ve listened to any of the Retire Your Way with ILG Financial Podc [...]
March 2023
Tax Advantageous Contributions: Where Should You Put Your Money?
As we all know too well, tax season is here. For those in or near retire [...]
February 2023
Should You Engage in Tax-Loss Harvesting?
If you’ve ever asked yourself, “what if there’s a way to reduce the taxes I [...]
How Taxes Work on Social Security
You may not know it, but Social Security income is taxed! However, your tax [...]
Striking a Balance Between Tax and Income
In retirement, it’s not about receiving as much income as possible. During [...]
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.