5 Big Changes to Roth Accounts in SECURE Act 2.0
As we’ve been saying, the SECURE Act 2.0 is changing the landscape for those who are in or near retirement and that couldn’t be [...]
Chase’s Pick: “The Downside of Delaying RMDs”
Article published by Kiplinger.com Written by Jackie Stewart "It took more than four decades for Congress to raise the age for req [...]
Five Questions to Ask As You Consider Retiring
Normal retirement age used to be 65, but things are way different today You might be thinking about retiring, but how do you know [...]
The Value of College in a Technocratic World
As the cost of higher education rises and the competition for spots at top colleges and universities steepens, you might wonder if [...]
College Budgeting Tips for Your Kids or Grandkids
Budgeting is one of, if not the most important life skill one can learn. As they grow up, you may have been able to teach them val [...]
Financial Aid Forms for Your Kids’ or Grandkids’ College Journey
Financial aid is a key piece of the college puzzle for many families. The sticker price of college in the US has gone up in the pa [...]
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.