Organizing Your Income Strategy by Time Horizon
Transitioning from saving to spending in retirement can feel like a significant shift. Instead of contributing to accounts, you be [...]
Understanding the Role of Policy in Financial Planning
Economic headlines often focus on markets, inflation, and interest rates, but legislation and policy decisions can also play a mea [...]
Turning Tax Season into a Year-Round Planning Tool
Filing your taxes can feel like crossing a major task off your list. But once your return is submitted, there’s still an opportuni [...]
Selling Gold? Watch the Tax Trap
Gold has been on a remarkable run, but investors thinking about cashing in may be overlooking an important detail: taxes. On th [...]
Don’t Overlook the Kiddie Tax: A Hidden Trap for Parents
Even when an account is in a child’s name, the tax rules are not always as simple as they seem. On this episode of the Retire Y [...]
Scam of the Month: It’s a Tax Trap!
In this month’s scam, you receive an unexpected phone call from someone who says they are an Internal Revenue Service (IRS) agent. [...]
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.