SECURE ACT 2.0: New Retirement Plan Incentives
There’s a potential game-changer being discussed when it comes to retirement savings. It’s called SECURE Act 2.0 (Setting Every Co [...]
How Insurance Helps Small Businesses Manage Risk
Small businesses need suitable types of insurance to protect assets against damage and legal claims. While most business owners ho [...]
How the Cost of Living Might Affect Your Monthly Budget
If you're one of America's 64 million Social Security beneficiaries, you might want to prepare yourself for a significant pay rais [...]
Staff Thankful Thoughts
This year we asked our staff members what they’re thankful for. We hope you enjoy their answers! [...]
Dave’s Pick: “Most retirees will need long-term care… These are the best ways to pay for it”
Article originally published by CNBC.com. Written by Kate Dore "As retirees live longer, many worry about outliving their savings. [...]
Chase’s Pick: “Pass-Through Entity Owners Bear The Hit With Proposed Federal Tax Law Changes”
Article originally published by Forbes.com. Written by Lynn Keck If you’ve had your head buried in the sand, or just decided you w [...]
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.