Financial Transparency: Long-Term Financial Planning Tips for Couples
Openness is key to a strong and thriving relationship, especially when it comes to finances. When couples are transparent about th [...]
Using Trusts in Estate Planning: Discover Potential Tools to Help You Plan for the Future
Although we all hope to enjoy many more years with our loved ones, creating an estate plan is essential for every adult, no matter [...]
Social Security Solvency: Thoughts from Expert Hamilton Morales
A few times a year we have the privilege of chatting with Social Security Expert Hamilton Morales about the latest and greatest [...]
Having a Long-Term Perspective in Retirement
Navigate the ups and downs with confidence and stay on the right path Retirement is a time of life that should be filled with enjo [...]
“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 [...]
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.