Optimizing Investment Losses and Gains for Enhanced Tax Efficiency
Investment performance is often measured by returns, but tax efficiency is an equally important factor in overall portfolio manage [...]
No State Income Tax: Are You Really Saving?
There are nine states that don't tax income. Sounds like a good deal, right? Maybe not. On this episode of the Retire Your Way [...]
Year-End Tax Planning Strategies to Help Reduce Your Tax Bill
As the end of the year approaches, individuals and businesses have an opportunity to review their financial situation and take ste [...]
Early Steps to Simplify Filing and Align Your Tax Strategy
Tax season may feel far away, but starting early can help streamline the process and reduce stress when deadlines approach. By org [...]
Effective Tax Strategies for Wealthy Individuals
Navigating the complex world of taxation can be a significant challenge for high net worth individuals (HNWIs). With various incom [...]
The Survivor Tax Trap
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss the survivor tax trap and how yo [...]
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.