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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
15 01, 2021

Testamentary Trusts

By |2021-01-14T13:21:13-07:00January 15th, 2021|Legal Documents|0 Comments

Testamentary Trusts Testamentary trusts are a type of trust that is created through your Will after you pass away. In this article, we will go over what a testamentary trust is and how it works. The Basics Testamentary trusts are trusts set up by your Last Will and Testament. Your Will instructs your executor to [...]

23 12, 2020

Accidental Death and Dismemberment Insurance

By |2020-12-21T13:55:19-07:00December 23rd, 2020|Financial|0 Comments

Accidental Death and Dismemberment Insurance Accidental death and dismemberment insurance is a type of life insurance. It can either be a rider to an existing policy or a standalone policy. In this article, we will go over the basics of how accidental death and dismemberment insurance works. What is Covers AD&D insurance will provide coverage [...]

18 12, 2020

Dollar Cost Averaging

By |2020-12-18T11:07:11-07:00December 18th, 2020|Advisory|0 Comments

Dollar Cost Averaging Dollar cost averaging is an investment strategy. You can use it to increase profits while reducing risk. In this article, we will go over how it works, how it can benefit you, and how to implement it in your portfolio. What is Dollar Cost Averaging The strategy behind dollar cost averaging [...]

2 12, 2020

Tax Identification Numbers

By |2020-12-28T12:11:54-07:00December 2nd, 2020|Tax|0 Comments

Tax Identification Numbers Tax identification numbers, or TINs, are numbers the IRS uses for tracking purposes. In this article, we will go over the basics of tax identification numbers and the different types you may need to use. The Basics TINs are nine-digit identification numbers the IRS uses. They are a way for the [...]

28 10, 2020

Final Expense Insurance

By |2020-10-27T12:40:29-07:00October 28th, 2020|Financial|0 Comments

Final Expense Insurance Final expense insurance is a type of whole life insurance policy. These policies have small death benefits and can be used to cover the final expenses of someone’s death. This includes funeral or memorial services, embalming, casket, or cremation costs. In this article, we will go over the basics of final expense [...]

15 10, 2020

Bear Market-7 Strategies to Handle One

By |2020-10-15T10:27:05-07:00October 15th, 2020|Advisory|0 Comments

Bear Market-7 Strategies to Handle One "Bear market" is a term that refers to a widespread decline in the values of investments. The drop in value must be at least 20%. In this article, we will go over 7 strategies for successfully handling a bear market. Keep Your Emotions in the Proper Place When [...]

7 10, 2020

Tax Audit-Common Questions Answered

By |2020-10-06T12:08:32-07:00October 7th, 2020|Tax|0 Comments

Tax Audit-Common Questions Answered Tax audit-a phrase that strikes fear into most hearts. A tax audit is something we all want to avoid, but many are not prepared for what to expect. This article will answer some common questions about dealing with a tax audit. How Likely is a Tax Audit? This is one [...]

30 09, 2020

Common Probate Terms

By |2020-10-01T09:07:11-07:00September 30th, 2020|Legal Documents|0 Comments

Common Probate Terms There are common probate terms that you will come across during the course of your proceedings. Below, we will define these common probate terms to help you better prepare for carrying out your duties. Probate Before going into specific probate terms, it is important to briefly define what probate is. Probate [...]

24 09, 2020

Mistakes to Avoid When Buying an Annuity

By |2020-09-24T14:50:33-07:00September 24th, 2020|Financial|0 Comments

Mistakes to Avoid When Buying an Annuity There are at least five common mistakes to avoid when buying an annuity. Annuities can be great financial planning and retirement planning tools. But not all annuities are created equal. This article is going to outline these fives mistakes so you can purchase the right contract for [...]

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