IRA Mistakes to Avoid: Part 1
IRA accounts are beneficial but can be tricky. Simple contribution, conv [...]
April 2024
Avoid These 5 Things When Markets are Peaking
Tips to navigating stock market peaks from the wise words of Warren Buffett [...]
The Fast Rising Tide of AI-Assisted Tax Scams
Planning and preparedness will help safeguard your financial well-being As [...]
Questions to Ask If Navigating a Solo Retirement
Ensure your retirement is not only secure, but also vibrant and fulfilling [...]
Retirement Planning: Do We Stay or Do We Go?
Tips to find a balance that honors your emotional bonds and practical needs [...]
March 2024
Different Ways to File Your Taxes and Their Purposes
It's tax time and although you may have been filing a certain way for ye [...]
Chase’s Pick: “Backdoor Roth IRAs: Retirees, Make the Most of a Roth’s Back Door”
Published by Kiplinger.com Written by David Rodeck "The Roth IRA is that ra [...]
Fed Projections Suggest Three Rate Cuts in 2024
As expected, the Federal Open Market Committee (FOMC) decided to keep the t [...]
Scam of the Month: Fake Login Fiasco
Scammers frequently try to trick you into clicking on malicious links in em [...]
Why are Required Minimum Distributions Hitting Record Levels?
Americans required minimum distributions (RMDs) may be higher this year [...]
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.