How to Allocate Assets when Saving for College
Have you ever considered that saving for college is different than saving for your long-term retirement? Let’s start with the fact [...]
Multi-Generational Planning and the Impact of Financial Literacy
Investopedia conducted a survey of 4,000 US adults in January and February of 2022 which included 1,000 individuals from each gene [...]
Leaving A Legacy: How To Handle Leaving Your Money To The Next Generation
These days we have been tackling a lot of the not-so-pleasant economic news and how to deal with the effects it can have on you [...]
“Retirees planning to travel should check their Medicare coverage to avoid costly surprises”
Article originally appeared on CNBC.com Written by Sarah O'Brien "If you're a retiree on Medicare and feel the itch to travel, be [...]
Tips, Tricks, and Trip-ups with Estate Planning
On the latest episode of the Retire You Way Video Series with ILG Financial, Dave and Chase discuss the tips, tricks, and trip- [...]
“Take the Bait” 8 with Terri Center
Most of you know our Client Account Manager Terri Center but we wanted to dig a bit deeper with some fun questions that may help y [...]
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.