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 [...]
Planning for Longevity in Retirement: Strategies to Optimize Your Savings
As life expectancy increases, many retirees face the challenge of stretching their savings over several decades. Proactively plann [...]
Supporting Adult Children While Nearing Retirement: How to Navigate
People are providing more aid to adult children and having children later in life. The combination can make it hard to save for [...]
Scam of the Month: Who Sent This Package? You Don’t Want to Know
You may be familiar with QR codes. They are square black and white barcodes that you can scan with your phone’s camera to be insta [...]
State of the Markets: Where We Stand
On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave provides an update on the state of the markets to [...]
Setting Effective Financial Goals for Sustainable Success
Setting effective financial goals can help you create a structured approach to managing money and building long-term financial sta [...]
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.