“Capital Gains Tax Exclusion for Homeowners: What to Know”
Published by Kiplinger.com Written by Kelley Taylor "As a homeowner, you may have concerns about paying capital gains tax when you [...]
Capital Gains: Understanding Taxes and Planning
It’s not just about how much money you make, but how much you keep Capital gains taxes might sound like a complex financial term r [...]
Spending in Retirement: How to Save and Cut
The average American burns 75 percent of their monthly spending on just four things. On the latest episode of the Retire Your W [...]
Balancing Emotions and Logic for Smarter Investment Decisions
Investing is often seen as a numbers game—an arena where logic, data, and financial acumen rule the day. However, the reality is m [...]
Effective Estate Planning: Avoiding Common Mistakes
Estate planning is an essential process for anyone looking to manage their assets, protect their loved ones, and establish a clear [...]
7 Steps to Refresh and Fine-Tune Your Investments Before the Year Ends
As the year begins to wind down and fall sets in, it’s a great time to take a closer look at your investment portfolio. With the h [...]
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.
Chase Lopez joined the ILG Financial team in 2020 as an advisor and obtained his