SECURE Act 2.0: Big Changes to RMD Rules
The SECURE Act 2.0 is now officially law and with it comes significant c [...]
January 2023
Dave’s Pick: “The federal spending bill will make it easier to save for retirement. Here’s how”
Article published by NPR.org Written by Arezou Rezvani "The $1.7 trillion s [...]
“Take the Bait” 8 with Chase Lopez
Most of you know Advisor Chase Lopez but we wanted to dig a bit deeper with [...]
Families can make a tax-free rollover from 529 plans to Roth individual retirement accounts starting in 2024
Article published by CNBC.com Written by Greg Iacurci "Americans who save f [...]
What are Backdoor Roth IRAs… and is one right for you?
Dave and Chase define and discuss Backdoor Roth IRAs and the different w [...]
The Retirement Mortgage That Pays You
Real estate equity conversions now allow you to enjoy the benefits of livin [...]
Home Equity in Retirement
On this episode of the Retire Your Way with ILG Financial podcast, found [...]
December 2022
Your Investment Life in Two Phases: The Accumulation Phase and the Distribution Phase
There are two phases in your financial life. The accumulation phase, whe [...]
Qualified Charitable Distributions to Reduce the RMD Tax Burden
When you started out saving for retirement, you may have contributed to an [...]
Reducing Taxes on Investments
Achieving a comfortable retirement often comes down to investment performan [...]
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.
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. Chase, as a fiduciary, believes in putting his clients interests first, and building out plans for his clients where they can have a happy and fruitful retirement. He married his beautiful wife in February 2022 and both use most of their free time chasing around their little pup, Aurora.
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.
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. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.