Stopping Inflation is Going to Hurt
There’s a buzzword you can’t get away from these days… inflation. We’ve talked about inflation in past episodes but it didn’t q [...]
Required Minimum Distributions and Their Place in Your Retirement Plan
Dave and Chase discuss Required Minimum Distributions, or RMDs, and the important "need-to-knows" when it comes to their place [...]
Chase’s Pick: “Five ways the Fed’s interest rate hikes will impact Americans”
Article originally published by thehill.com Written by Tobias Burns "The Federal Reserve Bank announced a 75 basis point interest [...]
Mid-Year Financial Checkup
The plans you considered so important at the end of 2021 may not hold that same importance now that we’re in the middle of 2022. I [...]
Inflation and its Impacts on Your Retirement
Dave and Chase discuss inflation and how it can potentially severely impact your retirement accounts. They dive into what infla [...]
Dave’s Pick: “Want to Unload That Investment Property? What Advisors Recommend”
Article originally published by Barrons.com Written by Cheryl Winokur Munk "With valuations high and many boomers gearing up for o [...]
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.