How to Prioritize Multiple Financial Goals at Once
Many people are working toward more than one financial goal at a time. You may be building an emergency fund while also contributi [...]
The Pros and Cons of Consolidating Investment Accounts
Over time, it is common to accumulate investment accounts across multiple institutions. You might have a 401(k) from a previous em [...]
Rethinking Retirement Timing: “Traditional” Retirement?
For decades, retirement timing meant one thing: stop working around age 65 and transition into a life of leisure. That picture has [...]
Mid-Year Tax Planning: Strategies to Consider Before The Fall
By the middle of the year, many financial decisions have already been set in motion. Income has been earned, expenses have occurre [...]
Scam of the Month: Good Conduct, Bad Phish
In this month’s scam, you receive an email that looks like an official message from your organization. The email has an alarming s [...]
Can Markets Be War-Proof? Historical Market Performance During Wartime
Can the stock market remain resilient during times of war and global conflict? On this episode of the Retire Your Way with ILG [...]
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.