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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
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 [...]

13 09, 2019

Minimum Income Tax Filing Requirements

By |2019-09-10T11:09:48-07:00September 13th, 2019|Tax|0 Comments

Minimum Income Tax Filing Requirements Depending on your situation, you may or may not be required to file income taxes. If your income is less than the standard deduction you are not required to file an income tax return. For single filers, this amount is $12,000, if you are married filing jointly this amount [...]

6 09, 2019

Medicaid Trust

By |2019-09-04T10:29:17-07:00September 6th, 2019|Legal Documents|0 Comments

Medicaid Trust A Medicaid trust is a useful tool for Medicaid planning. A Medicaid trust is an irrevocable trust that must follow certain guidelines to be valid. In this article, we will go over the basics of Medicaid trusts. Qualifying for Medicaid Each state has its own Medicaid systems in place. Arizona’s Medicaid program [...]

23 08, 2019

Variable Annuities

By |2019-08-23T11:53:22-07:00August 23rd, 2019|Financial|0 Comments

Variable Annuities Variable annuities are a type of investment that is sold by insurance companies. They offer tax-deferred growth and the potential for an income stream during retirement. In this article, we will go over exactly what variable annuities are, how they work, as well as their advantages and disadvantages. A Brief Explanation Variable annuities [...]

2 08, 2019

Cryptocurrency Taxation

By |2019-08-01T09:28:20-07:00August 2nd, 2019|Tax|0 Comments

Cryptocurrency Taxation Cryptocurrency taxation has come to the forefront of headlines due to a recent IRS announcement. The IRS is sending out 10,000 letters to taxpayers who did not report cryptocurrency income or gave incorrect reports. This leads many to question, what is involved in cryptocurrency taxation? IRS Notice 2014-21 The IRS addressed cryptocurrency taxation [...]

26 07, 2019

More Celebrity Estate Planning Mistakes

By |2019-07-31T12:25:11-07:00July 26th, 2019|Legal Documents|0 Comments

More Celebrity Estate Planning Mistakes Many enjoy reading celebrity estate planning mistakes because they have a hard time believing people with so much money and so many resources available to them can make such mistakes. But their mistakes can be simple, practical ones. We should be aware of these and learn from them. In [...]

19 07, 2019

Viatical Settlements

By |2019-07-19T12:40:46-07:00July 19th, 2019|Financial|0 Comments

Viatical Settlements Viatical settlements allow you to benefit from the value of your life insurance policy before you pass. In this article, we will go over the basics of viatical settlements to help you determine if using one is right for you. What is a Viatical Settlement? Viatical settlements are a type of investment. [...]

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