SECURE Act 2.0 (Part 2): The Three BIGGEST Changes for Retirees
This is the second part of Dave and Chase's two-part series on the SECURE Act 2.0 which is now officially law and they discuss [...]
Financial Aid and the 529 Plan
This month, the education community celebrates Financial Aid Awareness Month often by sharing information with students and famili [...]
SECURE Act 2.0: Big Changes to RMD Rules
The SECURE Act 2.0 is now officially law and with it comes significant changes to required minimum distributions (RMDs). On thi [...]
Dave’s Pick: “The federal spending bill will make it easier to save for retirement. Here’s how”
Article published by NPR.org Written by Arezou Rezvani "The $1.7 trillion spending bill signed into law by President Biden include [...]
“Take the Bait” 8 with Chase Lopez
Most of you know Advisor Chase Lopez but we wanted to dig a bit deeper with some fun questions that may help you get to know him e [...]
Families can make a tax-free rollover from 529 plans to Roth individual retirement accounts starting in 2024
Article published by CNBC.com Written by Greg Iacurci "Americans who save for college in 529 plans will soon have a way to rescue [...]
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.