Mailbag: How to Deal with the Anxiety of Retiring
Making the decision to retire can be an emotional one. Not only are you leaving behind the stability of a workplace environment [...]
Making Sense of New FDIC Bank Deposit Rules for Trusts
Some of the rules that protect bank deposits to trusts just changed. On the latest episode of the Retire Your Way with ILG Fina [...]
Scam of the Month: Tollway Turmoil
Scams that occur over text messaging are called smishing scams. This month, cybercriminals are using smishing to target motorists. [...]
A Menu of Trust Options
A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated benefi [...]
Is Medicare Costing You Big Bucks?
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss how many retirees leave Medicare [...]
IRA Mistakes to Avoid: Part 2
IRA accounts are beneficial but can be tricky. Simple contribution, conversion, and distribution mistakes can cost you thousand [...]
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