Getting the Most Out of Your Life Insurance Policy
Side view of a senior Caucasian couple sitting on the roof of their car at the beach in the sun, admiring the view and smiling L [...]
Dave’s Pick: “Are Hidden Fees Draining Your 401k?”
Article originally posted by SmartAsset.com Written by Rebecca Lake Smart savers know that contributing money to your employer’s 4 [...]
The SECURE Act’s 10-Year Rule for IRA Heirs
The Setting Every Community Up for Retirement Enhancement (SECURE) Act fundamentally changed the rules governing distributions fro [...]
The Ten Critical Ages for Retirement Planning
Each type of retirement benefit has a different eligibility age. Your age plays a significant role in how much you can expect to r [...]
Need Cash for Supplemental Income? Consider a Reverse Mortgage
If you're 62 or older – and want money to pay off your mortgage, supplement your income, or pay for healthcare expenses – you may [...]
HSA Just Might Be the Holy Grail of Savings Accounts
Pre-tax contributions, tax-free withdrawals, and tax-free gains = the Holy Grail of savings opportunities. If you estimate yoursel [...]
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.