How to Save for a Major Expense in Retirement
Saving for large expenses, whether in retirement or during your working years, is a tall task. It often requires you to cut back o [...]
You Won’t Reach Your 2023 Financial Goals Without Priorities
If you search the Internet for tips on financial strategies, you’ll see many general rules and broad advice that may apply to an “ [...]
Assessing Your Financial Goals for 2023
For many, the turn of the new year is a time to self-reflect and make resolutions. There’s no better time to assess your financial [...]
Why You’ve Never Heard of Sequence of Return Risk… And How it Can Devastate Your Retirement!
On the latest episode of the Retire Your Way with ILG Financial video series, Dave and Chase discuss a personal family story th [...]
Taxes on I Bonds
Series I bonds are a popular savings investment that can also help you save on taxes…but the federal income tax consequences can b [...]
Cryptocurrency: What It Is, Isn’t, and Why You Should Be Cautious
On this episode of the Retire Your Way Video Series with ILG Financial, advisors Dave Lopez and Chase Lopez do a deep dive into [...]
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.