Taxes on I Bonds
Series I bonds are a popular savings investment that can also help you save [...]
November 2022
Cryptocurrency: What It Is, Isn’t, and Why You Should Be Cautious
On this episode of the Retire Your Way Video Series with ILG Financial, [...]
Tips to Control Frenzied Holiday Spending
Take an organized approach to holiday shopping and actually enjoy it If adv [...]
Chase’s Pick: “401(k) And IRA Contribution Limits Will Jump In 2023”
Article published by Forbes.com Written by Janet Novack "The Internal Reven [...]
October 2022
The Only Debt That Disappears When You Die – And 9 That Don’t
On the latest episode of the Retire Your Way with ILG Financial Podcast, [...]
Are You and Your Retirement Safe Online?
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
The State of Long-Term Care: Reflecting on LTC Awareness Month
The 2020 pandemic put the spotlight on the in-facility long-term care (LTC) [...]
How to Choose a Nursing Home
Considering a nursing home for long-term care or elder care is one of the m [...]
How Do Medicaid and Long-Term Care Relate?
Government assistance programs are a common option for people looking for h [...]
Debunking Costly Assumptions About Healthcare in Retirement
Healthcare is an often-overlooked piece to the puzzle of your retirement fi [...]
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.