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
15 03, 2024

How to Choose Life Insurance

By |2024-03-15T13:55:01-07:00March 15th, 2024|Financial|0 Comments

How to Choose Life Insurance Purchasing life insurance is an important part of your financial plan. But it can feel like an overwhelming process. In this article, we will go oversteps on how to choose life insurance. Figuring Out What You Need The first thing you need to choose about life insurance is how much [...]

8 03, 2024

Savings vs. Investing

By |2024-03-07T16:53:29-07:00March 8th, 2024|Advisory|0 Comments

Savings vs. Investing Saving and investing are both crucial elements of successful financial planning. They both serve different purposes and come with pros and cons. In this article, we will compare savings vs. investing and how to best utilize them for your personal finances. Saving Saving is the process of putting money aside into [...]

28 02, 2024

8 Costly Estate Planning Mistakes

By |2024-02-28T13:48:54-07:00February 28th, 2024|Legal Documents|0 Comments

8 Costly Estate Planning Mistakes The goal of estate planning should be to transition your assets to your loved ones in as seamless of a manner as possible. There are mistakes that may cause you to veer of course. But they come with simple fixes. In this article, we will go over 8 costly [...]

16 02, 2024

8 Things You Should Know About Long Term Care Insurance

By |2024-02-16T10:50:25-07:00February 16th, 2024|Financial|0 Comments

8 Things You Should Know About Long Term Care Insurance Long term care insurance is a special type of insurance that can cover you financially in the instance that you require costly long term care. In this article, we will go over 8 things you should know about long term care insurance. 1. You Will [...]

26 01, 2024

Five Years Before Retirement-What You Need to Know

By |2024-02-13T13:02:09-07:00January 26th, 2024|Advisory|0 Comments

Five Years Before Retirement-What You Need to Know Five years before retirement is a critical juncture. If you are prepared, all you must do is maintain your retirement program. However, if you find out you are not prepared, you may need to make modifications to your retirement plan or retirement date. In this article, [...]

19 01, 2024

Testate Verses Intestate Probate

By |2024-01-18T16:04:59-07:00January 19th, 2024|Legal Documents|0 Comments

Testate Verses Intestate Probate Testate and intestate probate are two forms that probate can take. Which one you use will have a bearing on how the probate plays out. In this article, we will compare testate verses intestate probate. Testate Probate If an estate has a testate probate that means someone died with a [...]

3 01, 2024

10 Things You Need to Know About Annuities

By |2024-01-03T16:11:16-07:00January 3rd, 2024|Financial|0 Comments

10 Things You Need to Know About Annuities Annuities are commonly misunderstood. But they can be useful investment planning tools. In this article, we will go over 10 things you need to know about annuities to be in a better place to utilize them properly. 1. What is an Annuity? An annuity is a [...]

27 12, 2023

Hedge Against Inflation

By |2023-12-27T13:00:38-07:00December 27th, 2023|Advisory|0 Comments

Hedge Against Inflation It is important to hedge against inflation. Inflation is the rate at which the value of currency is falling. This causes prices of goods and services to rise. To hedge against inflation is the process of protecting against decreased purchasing power. In this article, we will go over five strategies you [...]

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