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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
12 12, 2019

Long Term Care Insurance Alternatives

By |2019-12-11T16:41:55-07:00December 12th, 2019|Financial|0 Comments

Long Term Care Insurance Alternatives Long term care insurance is a type of insurance that will help cover the cost of assisted living, nursing care, or home health care. But for some, the price of long term care insurance puts it out of reach. In this article, we will go over the importance of [...]

3 12, 2019

Introduction to Roth IRAs

By |2019-12-03T12:22:15-07:00December 3rd, 2019|Advisory|0 Comments

Roth IRAs Roth IRAs are a type of Individual Retirement Account. They provide certain advantages that many investors find appealing. In this article, we will provide you with an introduction to Roth IRAs to help you better understand them and see if one is right for you. The Basics Roth IRAs are funded with [...]

27 11, 2019

Schedule E: Supplemental Income and Loss

By |2019-11-27T11:03:06-07:00November 27th, 2019|Tax|0 Comments

Schedule E: Supplemental Income and Loss Schedule E calculates the supplemental income or loss to report on your main tax return. In this article, we will go over the basics of Schedule E so you can better prepare for tax season. The Basics Schedule reports supplement income or losses not earned income. Supplemental income typically [...]

20 11, 2019

Ancillary Probate

By |2019-11-19T14:41:01-07:00November 20th, 2019|Legal Documents|0 Comments

Ancillary Probate Ancillary probate is a type of secondary probate that some may find necessary. In this article, we will go over what an ancillary probate is and how they work. What is an Ancillary Probate? An ancillary probate is a secondary probate proceeding. This is in addition to a primary probate proceeding. One is [...]

14 11, 2019

Why Millennials Need Life Insurance

By |2019-11-13T12:35:15-07:00November 14th, 2019|Financial|0 Comments

Why Millennials Need Life Insurance Millennials face financial complications that are very different from what their parents and grandparents faced. These complications often push purchasing life insurance to the back burner. But life insurance is the foundation of any financial portfolio. In this article, we will go over several reasons why millennials need life insurance. [...]

6 11, 2019

Mutual Funds-An Introduction

By |2019-11-06T10:56:39-07:00November 6th, 2019|Advisory|0 Comments

Mutual Funds-An Introduction Mutual funds are common investments that many people have in their portfolios. Despite their prevalence, many people do not understand them. In this article, we will give you a comprehensive introduction to mutual funds. What are Mutual Funds Mutual funds are a type of investment. They are made when a company [...]

11 10, 2019

Common Estate Planning Terms

By |2019-10-10T13:13:44-07:00October 11th, 2019|Legal Documents|0 Comments

Common Estate Planning Terms There are certain common estate planning terms that you should be familiar with as you embark on your estate planning journey. Below you will find a categorical list of these common estate planning terms. General Estate Planning Terms Estate An estate is the total value of assets and debts that [...]

5 10, 2019

Disability Insurance Riders

By |2019-10-03T13:57:49-07:00October 5th, 2019|Financial|0 Comments

Disability Insurance Riders Disability insurance riders are a way that you can better customize your policy to fit your needs. In this article, we will go over the most common disability insurance riders and what benefits they offer. No Cost/Default Riders There are some disability insurance riders that come with your policy as a default [...]

27 09, 2019

Guard Your Finances Against a Recession

By |2019-09-25T13:08:35-07:00September 27th, 2019|Advisory|0 Comments

Guard Your Finances Against a Recession A vital step of financial health is ensuring you guard your finances against a recession. In this article, we will go over 5 steps you can take to help minimize losses in the face of a recession. 1. Monitor Your Cash Flow Your cash flow is how much [...]

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