arodarte

About Annick Rodarte

Annick is the Executive Researcher for Wealth Guardian Group, ensuring up-to-date compliance, as well as managing financial integrations across the Wealth Guardian Companies. Annick has been with the Wealth Guardian Group since Jan 2013. Annick obtained her degree in Legal Studies from the Phoenix College
4 09, 2026

7 Financial Moves to Make in Your 50s

By |2026-09-02T12:45:25-07:00September 4th, 2026|Advisory|0 Comments

7 Financial Moves to Make in Your 50s The right financial moves can mean the difference between having a comfortable retirement or one marred with worry and stress. Reaching your 50s is a crucial point in your retirement planning. In this article, we will review 7 financial moves to make in your 50s. 1. [...]

28 08, 2026

Articles of Organization vs. Operating Agreements

By |2026-08-27T12:56:04-07:00August 28th, 2026|Legal Documents|0 Comments

Articles of Organization vs. Operating Agreements An LLC can help protect your personal assets from business debts and lawsuits. Articles or organization and operating agreements are both documents that are crucial to establishing an LLC. But they serve different purposes. In this article, we will go over the differences between articles of organization vs. [...]

31 07, 2026

Catch-Up Contributions

By |2026-07-31T13:24:31-07:00July 31st, 2026|Advisory|0 Comments

Catch-Up Contributions Catch-up contributions apply to those aged 50 or older. In this article, we will go over how catch-up contributions work and overall contributions limits. Catch-up Contributions-What Are They? A catch-up contribution is extra money you can contribute to your retirement account, over the annual contribution limit set by the IRS. You must [...]

22 07, 2026

Arizona Living Will Frequently Asked Questions

By |2026-07-22T12:01:26-07:00July 22nd, 2026|Legal Documents|0 Comments

Arizona Living Will Frequently Asked Questions An Arizona living will is often confused with a last will and testament. But they are two very different documents. In this article, we will go over Arizona living will frequently asked questions. What is a Living Will? An Arizona living will is an advance healthcare planning document. [...]

15 07, 2026

Annuity vs. Pension

By |2026-07-13T13:46:23-07:00July 15th, 2026|Financial|0 Comments

Annuity vs. Pension Both annuities and pensions provide regular payments, but they also offer unique features. It is important to understand the differences to ensure a steady income stream during retirement. In this article, we will give you key takeaway points in the topic of an annuity vs. pension so you can make an [...]

3 06, 2026

20 Tax Deductions for the Self-Employed

By |2026-06-02T13:07:07-07:00June 3rd, 2026|Tax|0 Comments

20 Tax Deductions for the Self-Employed If you have 1099s and you file your business tax return as a Schedule C, there are tax deductions you may be missing out on. In this article, we will explore 20 tax deductions for the self-employed. 1. Start Up Costs To get your business up and operational, [...]

15 04, 2026

Retirement Tips for Late Starters

By |2026-04-09T11:58:46-07:00April 15th, 2026|Advisory|0 Comments

Retirement Tips for Late Starters The longer you put off saving for retirement, the less time your assets have to grow. But it is never too late to start. In this article, learn 5 retirement tips for late starters. Speaking With a Financial Advisor You should not try and go alone. If you are [...]

8 04, 2026

Estate Planning Pitfalls for Business Owners

By |2026-03-31T12:34:25-07:00April 8th, 2026|Legal Documents|0 Comments

Estate Planning Pitfalls for Business Owners When you have a business, you need a plan about who will take control of it and who will profit from it if you are incapacitated or deceased. It adds an extra layer of complexity to estate planning. In this article, we will go over 5 common estate [...]

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