Navigating College Savings: Exploring 529 Plans and Coverdell ESAs
Navigating college savings is a significant concern for many families. With rising tuition costs and the increasing necessity of h [...]
You’ve Entered the Retirement Red Zone: Part 1
In this first part of the two-part episode of Retire Your Way with ILG Financial Video Series, Dave and Chase discuss each of t [...]
What You DON’T Know About 529 College Savings Accounts
School’s back in session and you may have found yourself thinking about a 529 account for your children and/or grandchildren. O [...]
Celebrate 529 Day on 5/29!
529 Day is a holiday celebrated at the end of May, usually on May 29. It is a day dedicated to promoting and raising awareness for [...]
Financial Aid and the 529 Plan
This month, the education community celebrates Financial Aid Awareness Month often by sharing information with students and famili [...]
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 for college in 529 plans will soon have a way to rescue [...]
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. Megan is also a fully licensed Life, Health, and Annuity agent. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.
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.
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.
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.