Not So Fast: Sequence of Return Risk
You’ve worked hard, saved consistently, and you’re approaching retirement in a strong position—but the rules don’t always stay [...]
Understanding the Human Side of Money: Behavioral Finance Basics
Financial decisions are rarely made in a vacuum. Even with careful research, our choices are shaped by emotion, experience, and pe [...]
Balancing Long-Term Growth with Everyday Flexibility: The Value of Liquidity
Building a sound financial plan requires maintaining flexibility. Liquidity, or access to cash when you need it, plays a vital rol [...]
Preparing for Change with Flexibility and Foresight: Planning for Life Transitions
Life rarely follows a straight path. Career shifts, family changes, relocations, and retirement can all bring exciting new possibi [...]
The Secret to Timing the Market
As Dave and Chase prepared for this episode of the Retire Your Way with ILG Financial Podcast, the focus shifted from a potenti [...]
Practical Approaches to Strengthen Your Financial Plan: Smart Ways to Use Tax Refunds
Tax season often brings a moment of reflection about your overall financial picture. Whether you’re expecting a refund or preparin [...]
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