The Move That Adds Years to Your Retirement Nest Egg for Baby Boomers
In 2024 alone, the Baby Boomer generation moved billions from retirement savings into tax-free accounts. The strategy that they [...]
Mailbag: Inherited IRAs, Roth Conversions, Debt in Retirement, and Investing for Young Adults
On this episode of The Retire Your Way with ILG Financial Video Series, Dave and Chase finish up their most recent mailbag seri [...]
5 Big Changes to Roth Accounts in SECURE Act 2.0
As we’ve been saying, the SECURE Act 2.0 is changing the landscape for those who are in or near retirement and that couldn’t be [...]
Roth Conversions and Their Many Misconceptions
In this video, Dave Lopez and Chase Lopez discuss Roth Conversions; what they are, who they benefit, and the many misconception [...]
Traditional IRAs versus Roth IRAs
Currently, there are two popular Individual Retirement Accounts (IRAs) vying for your attention: the traditional IRA and the Roth [...]
Is the Roth 401(k) an Option for You?
Taking a closer look at whether it might be appropriate for your situation Since it first became available in 2006, many employers [...]
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.