The ‘Big Beautiful Bill’ and What it Means for Your Retirement
On this episode of Retire Your Way with ILG Financial Video Series, Dave and Chase discuss the recently passed 'Big Beautiful B [...]
Scam of the Month: Hidden Gems
In this month's scam, cybercriminals are using Google Workspace's Gemini AI tool to try to trick you in an unusual way. You receiv [...]
8 Financial Documents You Must Keep Track Of
We all have important financial documents to keep track of. But which ones do you need to keep and for how long? On this episo [...]
Long-Term Care Planning Basics for Your Future Health and Financial Needs
Planning for long-term care involves evaluating potential future needs and understanding the available options for care and fundin [...]
Strategies to Preserve More of Your Wealth
Estate planning can be complex, both from a legal and financial perspective, as well as a personal one. Thinking about the end of [...]
Financial Advisor Selection Tips to Help You Choose a Quality Advisor
Selecting a financial advisor is an important decision that can impact financial planning, investment strategies, and long-term go [...]
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.