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 [...]
How Preparing Your Finances for the New Year Sets You Up for Success
As the calendar year winds down, it can be helpful to take stock of your financial situation and consider year-end moves that may [...]
Scam of the Month: This Isn’t Your Pal, It’s a Phish
In this month’s scam, cybercriminals are using a clever trick that makes their phishing emails seem more real than ever. You recei [...]
Chase’s Pick: “Why do some seniors choose Medigap over Medicare Advantage?”
Published by CBSNews.com Written by Angelica Leicht "As Medicare open enrollment kicks into high gear, millions of older adults ar [...]
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 [...]
Discovering Estate Planning Essentials to Help Protect Your Legacy
Estate planning is an important process that helps individuals organize their financial and personal affairs for the future. A wel [...]
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.