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 [...]
Market Update as of April 25, 2022
ILG Financial Market Update as of April 25, 2022. Sources: S&P: https://bit.ly/3xSxd80 Dow Jones: https://bit.ly/37JKXr1 Ru [...]
Turning on Social Security to Accomplish Your Goals
On this episode of the Retire Your Way Video Series, Dave and Chase discuss the different ways to turn on Social Security in or [...]
One Critical Mistake to Avoid When You Retire
Let's assume you're ahead of your peers. You've saved, invested and paid down debts. Maybe you've even met with a financial profes [...]
5 RMD Strategies to Safeguard Your Retirement, Maximize Your Legacy
There was a lot of fuss back in 2011 when the first wave of Baby Boomers turned 65. Baby Boomers hold 54% percent of all U.S. hous [...]
Your 2022 Shredding Checklist
Recently, you may have seen a sign near your bank or local municipality touting Shred Day events. Why shred your documents? Identi [...]
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.