Sequence of Returns Risk: Why Timing Matters in Retirement
When you are saving for retirement, investment performance is usually measured by average returns over time. Once you retire and b [...]
Scam of the Month: This Job Won’t Work
You receive a text message from a “recruiter” who says they work for Amazon. It seems suspicious, since it was sent from a persona [...]
6 Warren Buffett Quotes That Could Change Your Retirement
What can one of the world’s most successful investors teach us about retirement? On this episode of the Retire Your Way with IL [...]
Retirement Inflation Concerns That Can Impact Your Long-Term Savings
Inflation is an economic reality that affects nearly every aspect of financial planning, including retirement savings. Inflation’s [...]
Planning for Longevity: Preparing for a Retirement That May Last Decades
Retirement today often looks different than it did for previous generations. Advances in healthcare, improved living conditions, a [...]
Why Putting Your Financial Strategy in Writing Matters
Many people have financial goals. They may want to retire comfortably, reduce debt, save for education, purchase a home, or leave [...]
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.