Strategies to Preserve More of Your Wealth
Estate planning can be complex, both from a legal and financial perspective, as well as a personal one. Thinking about the end of [...]
An Unsustainable Fiscal Path: Are We There Yet?
Chair of the Federal Reserve of the United States, Jerome Powell, says that we're on an unsustainable fiscal path. On this epis [...]
Mailbag Part 2: Answering Viewer Submitted Questions
On the latest episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase continue their dive into the mailb [...]
Creating a Lasting Legacy: Strategies for First-Generation Wealth Building
If you have a desire to build wealth for yourself and your loved ones and you are starting from ground zero, you are considered a [...]
Love and Money: What to Do When Your Spouse Won’t Talk About Finances
Money conversations with your spouse are imperative when you want to achieve joint goals, and yet they don’t always come easily. M [...]
The Financial Impact of Divorce After Age 50
Facing a divorce after the age of 50, especially as you near retirement, can be especially fraught with financial implications you [...]
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.