Dave’s Pick: “How Will Bonds Fare As Interest Rates Rise?”
Article originally published by Forbes.com written by Mike Patton "When panic struck in 2008 investors sold stocks and rushed into [...]
Eight Ways Annuities Can Assist Your Growing Financial Needs
Annuities can be mysterious. You might even feel like they come with a hidden agenda, which could explain why you’re not too inter [...]
The 2022 Hidden Taxes that Could Impact Your Checkbook
A combination of rising wages and inflation is threatening to push some taxpayers into higher tax brackets this year, which means [...]
Looking at Both Sides of the Step-Up In Basis Loophole
Since taking office, President Biden has expressed his intention to close the step-up in basis loophole as a means to debt reducti [...]
It’s ID Theft Awareness Month, Are You Protected?
Identity theft isn’t a new phenomenon; however, the face of identity theft has changed dramatically. Over the years it’s evolved w [...]
“Anyone at age 65 should evaluate how – or if – Medicare will fit into their health-care coverage. Here’s why”
Article originally published by CNBC.com. Written by Sarah O'Brien "It’s not just retirees who need to think about Medicare. Anyon [...]
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.