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 [...]
2022 Important Tax Law Changes
Tax season is right around the corner and you should be mindful of some new rules. Chase Lopez shared the changes with FOX 5 ove [...]
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 [...]
Israel Chavez, Jr. joined the ILG Financial team in 2026 as a Service Advisor. A graduate of Howard University, Israel was also a Division I student-athlete, competing as a goalkeeper for the university’s soccer program. His experience balancing academics and collegiate athletics helped shape the discipline and competitive mindset he brings to his role at ILG Financial.
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.