How the Cost of Living Might Affect Your Monthly Budget
If you're one of America's 64 million Social Security beneficiaries, you mi [...]
November 2021
Staff Thankful Thoughts
This year we asked our staff members what they’re thankful for. We hope yo [...]
Dave’s Pick: “Most retirees will need long-term care… These are the best ways to pay for it”
Article originally published by CNBC.com. Written by Kate Dore "As retirees [...]
Chase’s Pick: “Pass-Through Entity Owners Bear The Hit With Proposed Federal Tax Law Changes”
Article originally published by Forbes.com. Written by Lynn Keck If you’ve [...]
Do You Know the Best Time to Buy Your Long-Term Care Insurance?
It's Long-Term Care Awareness Month, and it might also be time for you to p [...]
Coverage Options for Long-Term Care Insurance
It's Long-Term Care (LTC) Awareness Month, and whether you're in the market [...]
Turn “Rainy Day” Money into a Long-Term Care Policy
According to a February 2021 Barron's article, there will be 60% more elder [...]
Why Long-Term Care Insurance is Worth Having
Let's start with the most echoed statement on the web: Americans are living [...]
October 2021
Dave’s Pick: Congress’s $3.5 Trillion Spending Package… What’s Coming?
By now, everyone has heard or read about the $3.5 trillion tax and spending [...]
Dave’s Pick: “Many 401(k) investors don’t use target-date funds the right way”
Article originally published by CNBC. Written by Greg Iacurci Target-date f [...]
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.