Early Steps to Simplify Filing and Align Your Tax Strategy
Tax season may feel far away, but starting early can help streamline the process and reduce stress when deadlines approach. By organizing your financial information and planning ahead, you can identif [...]
2024 Half Time Report: State of the Markets
It's half time in 2024. Our predictions for the first half of the year have played out as expected, for the most part. On this episode of the Retir [...]
Dave’s Pick: Effective Strategies for Managing Healthcare Expenses During Your Retirement Years
Retirement is often seen as a time to relax and enjoy the fruits of decades of hard work – and it should be! However, this phase of life also brings a [...]
Effective Methods to Reduce Your Tax Burden and Improve Financial Efficiency
While taxes are a part of financial life, implementing a strategic financial plan can help manage their impact on your wealth. By understanding and im [...]
Estate Planning Tips for Young and Growing Families
As you nurture your growing family, your focus is often on the joys of building a life together and cherishing everyday moments. While it’s essential [...]
Tips to Approach This Life Transition with Financial Savvy and a Positive Outlook
When your children grow up and ‘leave the nest,’ it marks a significant milestone in your life – and it can be very emotional, too. After years of nur [...]
The Single Greatest Account for Americans to Own?
Dave and Chase talk often about retirement vehicles on the Retire Your Way with ILG Financial Podcast. On the latest episode, Chase talks more in d [...]
Scam of the Month: Don’t Medal With Olympic Scams
With the Paris Olympics having begun, be on the lookout for phishing emails and text messages pointing you to fake Olympics-branded websites or offeri [...]
Inflation & the Rising Costs of Summer Vacations
A staycation can create lasting memories without the financial strain As summer rolls along, many families start dreaming of sandy beaches, scenic roa [...]
Mailbag: 401k and Company Stock, Systematic vs Unsystematic Risk, and Timing the Market
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase dive back into the viewer mailbag to answer questions about [...]
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.
Chase Lopez joined the ILG Financial team in 2020 as an advisor. Chase is a 2016 James Madison University graduate with a degree in management. Chase has been trained under the tutelage of Dave Lopez, who is not only the founder and managing member of ILG Financial, but also is Chase’s uncle and godfather. He also enjoys working alongside his cousin, Megan, who is Dave’s daughter.
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.
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.
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.