This Charge Doesn’t Add Up
Imagine you're on the web when a full-screen alert takes over your browser. The alert shows an Apple or Amazon logo, a red warning [...]
4 Roth IRA Moves That Could Save Six Figures
Would you like to know which Roth IRA moves could potentially save your family six figures? On this episode of the Retire Your [...]
Scam of the Month: One Letter Away from a Scam
A message pops up in your Facebook Messenger inbox from what appears to be an official Facebook account, “Meta Verified.” Unusuall [...]
Tax Diversification in Retirement: Building Flexibility for Future Income Needs
When most people think about tax diversification in retirement, they think about investments. Diversifying among stocks, bonds, an [...]
Understanding the Difference Between Risk Tolerance, Risk Capacity, and Financial Goals
One of the most common questions investors face is how much risk they should take on with their investments. While many people foc [...]
Financial Planning for Aging Parents: Roles, Costs, and Conversations
Financial planning for aging parents is something many people must consider. As parents age, adult children often find themselves [...]
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.