Dave and Chase discuss Required Minimum Distributions, or RMDs, and the important “need-to-knows” when it comes to their place in your retirement plan. Listen to them explain what RMDs are, how they work, and why strategy can really impact the success of your future.
Recent Posts
Managing Risk in Your Portfolio: What Every Investor Should Know
Estate Planning Essentials: Building a Plan That Reflects Your Wishes
Review, Organize, and Evaluate to Refresh Your Financial Plan
Retirement Savings Benchmarks to Help You Hit Your Long-Term Goals
The Tricky Business of Spending Your Retirement Savings
Market Volatility: Learning From Lessons of Time
Scam of the Month: Fake Tax Forms, Real Malware
How to Create a Diversified Investment Strategy for Long-Term Success
Navigating Market Volatility: Strategies to Stay on Course in 2025
Rebalancing Your Portfolio: Why Now Is a Good Time to Check Your Asset Mix- What to Do About the Stock Market’s Giant Problem?
- Scam of the Month: Real Email, Fake Facebook
Debunking Common Investment Myths: What You Need to Know
Early Steps to Simplify Filing and Align Your Tax Strategy
The Financial Impact of Delayed Retirement: Is It Worth Waiting?
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.
Chase Lopez joined the ILG Financial team in 2020 as an advisor. Chase is a 2016 James Madison University graduate with a degree in management. Chase has been trained under the tutelage of Dave Lopez, who is not only the founder and managing member of ILG Financial, but also is Chase’s uncle and godfather. He also enjoys working alongside his cousin, Megan, who is Dave’s daughter.
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.
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.
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.