OUR USEFUL RETIREMENT AND FINANCIAL INSIGHT GUIDES AND BOOKS
At ILG Financial, we focus on a customized investment and retirement strategy to help you retire with confidence. Below are free downloads of our top financial insights to help you assess your current investment and retirement strategies. Simply click on any of the images you’re interested in and you’ll be directed to a free PDF download.
USEFUL GUIDES
Freezing Your Credit
A Comprehensive Guide
2024 Retirement Planning Cheat Sheet
Plan limits, tax brackets, RMDs, Medicare, and more
The SECURE Act 2.0 Changes
15 Key Provision Changes That Affect Retirement Accounts
Addressing Market Volatility in Today’s World
Planning for Before and After Retirement
Five Questions to Ask About Medicare
Get the Answers You Need Now
Multi-Generational Wealth Planning
Make Your Legacy Count
Social Security: 2024 Edition
BIG Changes Are Coming
2024 Guide to Tax Planning
Shine the Light on Your Financial Priorities
Women’s Retirement Planning
Know Your Unique Retirement Planning Needs
401(k) Action Steps to Take Now
Gain Control of Your Financial Life
Identity Theft Guide
Tips For Staying Secure Online
Protecting Your Assets
A Penny Saved is a Penny Earned
Survivor Checklist
Planning Checklist for Survivors
Self-Employment Tax
Deductions and Benefits for a Smaller Tax Bill
Insurance, Taxes, and Retirement Money
Making Life Insurance Your Financial Lifeline
Pensions, Buyouts, & Retirement Income
Pension Trends in the Private Sector
Don’t Let Your Investments Take You For a Ride
Take a Look at the Big Picture
Life Insurance Isn’t For You, It’s For Them
Why it Should Be a Part of Every Financial Plan
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.