Medicare Open Enrollment is Around the Corner!
With all this market volatility and inflation, talk about investment strategies and portfolio longevity seems to dominate the reti [...]
How to Divide an Inheritance Equally
Minimize the need to decide taxes and transaction costs for all beneficiaries Nothing ignites family arguments like inheritance. I [...]
Market Volatility and Its Impact on Your Retirement
The stock market experienced a significant growth period from 2012 to early 2021 and it's likely you benefited. In more recent [...]
What are I Bonds…and should I buy one?!
On this episode of the Retire Your Way with ILG Financial video series, Dave and Chase discuss I Bonds; What they are, how they [...]
Chase’s Pick: “The 60/40 strategy is on pace for its worst year since 1936”
Published by Yahoo! Finance Written by Dani Romero "The recent synchronized selloff in stocks and bonds has crushed one of the mos [...]
Making Sense of the Student Loan Forgiveness Program
The new student loan forgiveness plan proposed by President Biden has been all over the news and gossip abounds. On our latest [...]
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.