“Capital Gains Tax Exclusion for Homeowners: What to Know”
Published by Kiplinger.com Written by Kelley Taylor "As a homeowner, you ma [...]
September 2024
Capital Gains: Understanding Taxes and Planning
It’s not just about how much money you make, but how much you keep Capital [...]
Spending in Retirement: How to Save and Cut
The average American burns 75 percent of their monthly spending on just [...]
August 2024
Balancing Emotions and Logic for Smarter Investment Decisions
Investing is often seen as a numbers game—an arena where logic, data, and f [...]
Effective Estate Planning: Avoiding Common Mistakes
Estate planning is an essential process for anyone looking to manage their [...]
7 Steps to Refresh and Fine-Tune Your Investments Before the Year Ends
As the year begins to wind down and fall sets in, it’s a great time to take [...]
Fall Financial Planning: Build Your Family’s Plan in Seven Steps
Managing your family’s finances can feel overwhelming, especially when you’ [...]
Mailbag: Not Retiring But Taking Social Security and Gifting vs. Inheritance
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
What Your Bank Isn’t Telling You About Debit Cards
Let’s talk about debit cards and what your bank isn’t telling you. On th [...]
2024 Half Time Report: State of the Markets
It's half time in 2024. Our predictions for the first half of the year h [...]
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.