The Taxation Timebomb
On this episode of the Retire Your Way with ILG Financial Video Series, [...]
February 2023
December 2022
The Roth IRA as a Tax Planning Tool
Taxes may be one of your biggest concerns when it comes to retirement. Whet [...]
Don’t Have a Taxing 2023
You may assume that there are no more tax minimization strategies to engage [...]
August 2022
Are Your Retirement Accounts Prepared for Taxes?
Taxes are one of the most important things to consider when it comes to you [...]
April 2022
IRS Tax Suggestions for New Business Owners
According to the US Census Bureau, there were 430,411 new business applicat [...]
February 2022
The 2022 Hidden Taxes that Could Impact Your Checkbook
A combination of rising wages and inflation is threatening to push some tax [...]
January 2022
2022 Tax Changes Checklist
The IRS has changed the tax codes for the upcoming 2022 tax year. So, what [...]
Are You Prepared for the Upcoming Tax Season?
Happy New Year! It’s a new year, a new you, and a new time to do things dif [...]
November 2021
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 [...]
June 2021
How the 2021 Estate Tax Exemption Will Affect You
Every year the federal government decides how much of your estate isn't sub [...]
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.