2022 Tax Changes Checklist
The IRS has changed the tax codes for the upcoming 2022 tax year. So, what changes can you expect to your tax bracket and other de [...]
Dave’s Pick: “Every Retirement Plan Should Include These 5 Points”
Article originally published by Kiplinger.com. Written by Chris Wilbratte "Life expectancy is longer today. Interest rates are low [...]
Social Security and Spousal Benefits
If you’re getting Social Security retirement benefits, some members of your family may also qualify to receive benefits on your re [...]
Self-Employed Tax Benefits and Deductions
There are many benefits of being self-employed, but sometimes it can feel as though there are just as many hindrances. Many owners [...]
The Triple Tax Benefit Investment
It’s not often that the IRS provides a tax-free option for your money—so when it happens, it’s a good advantage to take. A Health [...]
Time to Get Your Financial House in Order
Out with the old and in with the new as we march headstrong into 2022. There’s a good chance that you've recently spent time organ [...]
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.