Chase’s Pick: “Backdoor Roth IRAs: Retirees, Make the Most of a Roth’s Back Door”
Published by Kiplinger.com Written by David Rodeck "The Roth IRA is that rare prize in the U.S. Tax code — a way to earn tax-free [...]
Fed Projections Suggest Three Rate Cuts in 2024
As expected, the Federal Open Market Committee (FOMC) decided to keep the target range for the federal funds rate at 5.25 to 5.50 [...]
Scam of the Month: Fake Login Fiasco
Scammers frequently try to trick you into clicking on malicious links in emails by making them appear legitimate. In a recent scam [...]
Why are Required Minimum Distributions Hitting Record Levels?
Americans required minimum distributions (RMDs) may be higher this year than ever in history. On this episode of the Retire You [...]
Thinking About Donating Your Stock to Charity?
Doing so is a powerful tax strategy to optimize your charitable giving For investors seeking to support charitable causes while ma [...]
Life Insurance – More Than Just a Safety Net
Insurance often gets a bad rap, and life insurance, in particular, may not be on the top of your list of financial priorities. How [...]
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