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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
27 05, 2020

Creditor Protection Trust

By |2020-05-27T12:33:56-07:00May 27th, 2020|Legal Documents|0 Comments

Creditor Protection Trust When looking into estate planning there are some who are hoping to get a creditor protection trust. Unfortunately, some do not realize all that is entailed in setting up one successfully. In this article, we will go over how to set up a creditor protection trust properly so you can protect your [...]

21 05, 2020

Overlooked Life Insurance Policy Features

By |2020-05-21T10:16:12-07:00May 21st, 2020|Financial|0 Comments

Overlooked Life Insurance Policy Features Even though many people have insurance policies, they often have overlooked life insurance policy features. In this article, we will go over 5 overlooked life insurance policy features so you can take advantage of them. Waiver of Premium If your policy has this feature, your insurance company will waive [...]

6 05, 2020

Assisting Aging Parents with Their Finances

By |2020-05-04T13:14:45-07:00May 6th, 2020|Advisory|0 Comments

Assisting Aging Parents with Their Finances Assisting aging parents with their finances can seem like a daunting task. Discussing finances is an uncomfortable topic that many put off or completely avoid. But it is important to have these discussions, so you know your parents’ wishes and you are prepared to step in when they need [...]

16 04, 2020

Schedule 3-Additional Credits and Payments

By |2020-05-12T14:04:18-07:00April 16th, 2020|Tax|0 Comments

Schedule 3-Additional Credits and Payments Schedule 3 is an IRS tax form that allows you to claim tax credits. Tax credits allow you to reduce your tax liability on a dollar for dollar basis. In this article, we will go over the basics of how Schedule 3 works and the credits you can claim. [...]

3 04, 2020

Veterans Asset Protection Trust

By |2020-04-02T11:58:47-07:00April 3rd, 2020|Legal Documents|0 Comments

Veterans Asset Protection Trust A Veterans Asset Protection Trust is a special type of trust that allows a veteran to protect their assets and qualify for veteran benefits. In this article, we will go over the basics of setting up a Veterans Asset Protection Trust and how they work. How It Works A Veterans Asset [...]

26 03, 2020

Disability Insurance for the Self-Employed

By |2020-03-25T16:23:59-07:00March 26th, 2020|Financial|0 Comments

Disability Insurance for the Self-Employed Disability insurance for the self-employed is often put to the wayside because people do not understand how it can benefit them. In this article, we will go over the benefits of disability insurance for the self-employed and what to look for when shopping. Benefits The main benefit of disability insurance [...]

20 03, 2020

Your Investments and Coronavirus

By |2020-03-20T15:57:47-07:00March 20th, 2020|Advisory|0 Comments

Your Investments and Coronavirus The current outbreak of coronavirus has sent the stock market plummeting. This has left many extremely concerned about their investments. In this article, we are going to go over some useful tips to help you separate fact from fiction. This information will help you to make wise decisions regarding your investments [...]

6 03, 2020

Schedule 1

By |2020-03-05T12:13:59-07:00March 6th, 2020|Tax|0 Comments

Schedule 1 Schedule 1 is a new tax form that came about due to the Tax Cuts and Jobs Act of 2017. This schedule is one of five new schedules introduced in the 2018 tax year. Many taxpayers are not familiar with these new forms. In this article, we will go over what a Schedule [...]

12 02, 2020

Shopping for an Annuity-Questions to Ask

By |2020-02-11T16:53:23-07:00February 12th, 2020|Financial|0 Comments

Shopping for an Annuity Shopping for an annuity may seem like an overwhelming and confusing task. But if you ask the right questions you can find an annuity that is right for you. In this article, we will go over the questions you should be asking and what type of answers you want to look [...]

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