How Target Date Funds Can Work For or Against You in Retirement
On this episode of the Retire Your Way Video Series, Dave and Chase discuss target date funds and how they can work for or agai [...]
Interested in Annuities but Myths Holding You Back?
If the fear of outliving your retirement savings haunts you, then looking into income sources that can keep going as long as you d [...]
Why Even the Healthy People Consider Life Insurance
Insurance gets a bad rap and, as policies go, life insurance might be at the top of the list. But we’d like it to be on the top of [...]
Healthcare Industry and the Necessity for Coverage
Medical liability is a pervasive concern for physicians because of the potential effects of a settlement and the costs of fighting [...]
Educators Considering Early Retirement
Most of the nation’s teachers and K-12 educational employees are members of their state’s public pension plans. After years of ser [...]
A Brand New Risk in Retirement – Sequence of Returns
We talk a lot on this podcast about things we know are coming when we approach retirement. But on this episode, Dave Lopez talk [...]
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.