Are You Prepared for the Upcoming Tax Season?
Happy New Year! It’s a new year, a new you, and a new time to do things differently—like your taxes. Tax-filing season is official [...]
Dave’s Pick: “Converting To A Roth? Don’t Fall Into These Traps”
Article originally published by Forbes.com. Written by Jamie Hopkins "With talks of major long-term changes to retirement planning [...]
Chase’s Pick: “Medicare Part B premiums for 2022 jump by 14.5% from this year, far above the estimated rise in cost”
Article originally published by CNBC.com. Written by Sarah O'Brien The standard premium for Medicare’s outpatient care coverage wi [...]
Dave’s Pick: “What to look for in Social Security statements to boost your retirement benefits”
Article originally published by CNBC.com. Written by Lorie Konish "If you plan properly, you may be able to boost your Social Secu [...]
Tips for Preventing Identity Theft
The Internet is your entrance to the marketplace for the world from the comfort of your home or office. There are safety concerns [...]
How the Pandemic Impacted Taxes for the Self-Employed
The Coronavirus Aid, Relief, and Economy Security Act (CARES Act) provides relief to self-employed people by delaying the Social S [...]
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.