Understanding Portfolio Correlation: How Diversification Works Beneath the Surface
Diversification is one of the most frequently discussed concepts in investing, but understanding why it works requires a look at p [...]
Finding Clarity in a World of Financial Information
Access to financial information has never been greater. Articles, podcasts, videos, and social media posts offer opinions on every [...]
Creating Everyday Practices That Support Long-Term Financial Wellness
The start of a new year often brings renewed motivation to organize, plan, and reflect on what matters most. When it comes to your [...]
Market Outlook 2026: Key Economic Themes to Watch This Year
Economic conditions are constantly evolving, and each year brings new opportunities and challenges for investors and retirees alik [...]
Long-Term Care: What Most Families Get Wrong
Planning for long-term care can feel overwhelming, but it doesn’t have to be. On the latest episode of the Retire Your Way with [...]
Scam of the Month: This Attachment Is Officially Phish-y
In this month’s scam, you receive an alarming email from the Social Security Administration, or SSA. The email has an urgent subje [...]
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.