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
20 01, 2022

Celebrity Estate Planning Mistakes-Part 4

By |2022-01-20T13:53:45-07:00January 20th, 2022|Legal Documents|0 Comments

Celebrity Estate Planning Mistakes Celebrity estate planning mistakes are entertaining, but they can also teach us valuable lessons. In the fourth installment of our celebrity estate planning mistakes series, we will examine the estates of Howard Hughes, Doris Duke, Aretha Franklin, Barry White, and Michael Crichton. Howard Hughes Died: April 5, 1976 Estimated Worth: [...]

12 01, 2022

Strategies to Help Pay for Long Term Care

By |2022-01-10T17:01:36-07:00January 12th, 2022|Financial|0 Comments

Strategies to Help Pay for Long Term Care Implementing strategies to help pay for long term care can help you to prevent a lot of stress and trouble. It also can help to preserve funds for the benefit of your spouse or other loved ones. In this article, we will review 4 strategies to [...]

27 12, 2021

Taxation for Resident and Nonresident Aliens

By |2021-12-27T10:42:59-07:00December 27th, 2021|Tax|0 Comments

Taxation for Resident and Nonresident Aliens Taxation for resident and nonresident aliens differs from that of U.S. citizens. In this article, we will go over the basics of taxation for resident and nonresident aliens. Resident vs. Nonresident A resident alien is someone who is not a U.S. citizen but has a green card that [...]

1 12, 2021

Testate vs. Intestate Estates

By |2021-11-30T15:47:50-07:00December 1st, 2021|Legal Documents|0 Comments

Testate vs. Intestate Estate A testate vs. intestate estate have very different procedural requirements. The exact steps you will need to take will depend on what type of estate you are dealing with. In this article, we will go over what is involved in probating testate vs. intestate estates. Defining Terms To summarize, a [...]

10 11, 2021

Flexible Spending Account Basics

By |2021-11-09T15:33:04-07:00November 10th, 2021|Financial|0 Comments

Flexible Spending Account Basics A flexible spending account, or FSA, is a type of tax-advantaged health plan offered by employers. In this article, we will go over the basics of how a flexible spending account works. Setting Up an FSA A flexible spending account is only available if your employer offers it. If you [...]

4 11, 2021

5 Investment Strategies That Can Lower Your Taxable Income

By |2021-11-04T13:03:23-07:00November 4th, 2021|Advisory, Tax|0 Comments

5 Investment Strategies That Can Lower Your Taxable Income If you consistently owe taxes each year, you may want to try using investments to lower your taxable income. These investments allow you to set aside funds in a way that will reduce the total amount of your income that the IRS can tax. In [...]

22 10, 2021

Taxation of Unemployment Benefits

By |2021-10-21T13:03:50-07:00October 22nd, 2021|Tax|0 Comments

Taxation of Unemployment Benefits With so many people receiving unemployment benefits during the past two years, many are concerned about the taxation of unemployment benefits. In this article, we will go over the basics regarding the taxation of unemployment benefits. What Is Taxable All the unemployment benefits you receive are includable in your gross [...]

30 09, 2021

How to Exchange a Variable Annuity

By |2021-09-30T10:20:45-07:00September 30th, 2021|Financial|0 Comments

How to Exchange a Variable Annuity If you purchased a variable annuity and found it is no longer the right fit for you, this article will explain how to exchange a variable annuity without becoming subject to surrender taxes or fees. Surrendering an Annuity If you are unhappy with your variable annuity, you may [...]

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