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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
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 [...]

6 02, 2020

Initial Public Offering

By |2020-02-10T12:32:02-07:00February 6th, 2020|Advisory|0 Comments

Initial Public Offering An Initial Public Offering, or IPO, is when a private corporation makes it's stock available to the public for purchase. IPOs are hot items in the news recently. In this article, we will go over the basics of what is involved in an Initial Public Offering and whether investing in one [...]

23 01, 2020

Schedule SE: Self-Employment Tax

By |2020-01-22T11:45:25-07:00January 23rd, 2020|Tax|0 Comments

Schedule SE Schedule SE is a Form 1040 attachment that some taxpayers may need to file. In this article, we will discuss what a Schedule SE is for and when you may need to include on with your tax return. The Purpose The purpose of filing a Schedule SE is to calculate and report any [...]

16 01, 2020

Charitable Lead Trust

By |2020-01-15T16:36:53-07:00January 16th, 2020|Legal Documents|0 Comments

Charitable Lead Trust A charitable lead trust is a type of irrevocable trust. In the proper circumstances, they can help you to reduce your tax liability, provide for loved ones, and support charity. In this article, we will discuss how a charitable lead trust works. Purpose The purpose of a charitable lead trust is [...]

10 01, 2020

Group Long Term Care Insurance

By |2020-01-08T12:27:07-07:00January 10th, 2020|Financial|0 Comments

Group Long Term Care Insurance Group long term care insurance is a form in which you can purchase long term care coverage. However, the only way to enroll is through your employer. In this article, we will briefly go over how group long term care insurance works for employers and employees. If you would [...]

1 01, 2020

8 Questions to Ask a Potential Investment Advisor

By |2019-12-19T11:43:15-07:00January 1st, 2020|Advisory|0 Comments

8 Questions to Ask a Potential Investment Advisor Interviewing a potential investment advisor is an important step. This potential investment advisor is going to be a close partner and will lead you to reach your financial goals. Thus, it is important that their philosophy and services match your needs. In this article, we will discuss [...]

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