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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
2 06, 2023

ALTCS Financial Basics

By |2023-06-01T17:12:42-07:00June 2nd, 2023|Financial|0 Comments

ALTCS Financial Basics Medicaid is state-provided health coverage for low-income Americans. It can also cover long-term care. Each state has its own system for providing this coverage. In Arizona, this program is the Arizona Long-Term Care System (ALTCS). In this article, we will cover the basics of what ALTCS covers and the financial components [...]

10 05, 2023

Funding Your Trust

By |2023-05-10T10:50:43-07:00May 10th, 2023|Legal Documents|0 Comments

Funding Your Trust Signing your trust is just the first step in creating a successful estate plan. The second step is funding your trust. This is the process of transferring assets into it. In this article, we will go over the basic steps of funding your trust. Personal Property Personal property includes clothing, furniture, [...]

29 03, 2023

Equity Indexed Annuities

By |2023-03-28T13:06:25-07:00March 29th, 2023|Financial|0 Comments

Equity Indexed Annuities Equity-indexed annuities are a type of fixed annuity. They get their name because their interest is partially based on an equities index, such as the S&P 500. They provide an opportunity for higher returns than traditional indexed annuities provide. But they still provide the same risk protection. In this article, we [...]

1 03, 2023

International Tax Treaties

By |2023-02-28T13:01:44-07:00March 1st, 2023|Tax|0 Comments

International Tax Treaties International tax treaties are agreements between two countries. The purpose of these treaties is to prevent issues such as double taxation and tax evasion. These treaties can also be known as Double Tax Agreements or DTAs. In this article, we will go over the basics of how international tax treaties work. [...]

15 02, 2023

When Is a Trust Involved in Probate?

By |2023-02-14T14:54:19-07:00February 15th, 2023|Legal Documents|0 Comments

When Is a Trust Involved in Probate? In general, a trust will help your estate to avoid probate. However, there are certain scenarios when probate may be required. In this article, we will consider one circumstance when a trust may be involved in probate. How a Trust Works When you create a trust, you [...]

31 01, 2023

Frequently Asked Health Insurance Questions

By |2023-01-26T14:58:26-07:00January 31st, 2023|Financial|0 Comments

Frequently Asked Health Insurance Questions As open enrollment comes to a close, we have found there are many common questions people have. In this article, we will answer four frequently asked health insurance questions. 1. Why can’t I enroll in a plan at any time of the year? Each year open enrollment last from November [...]

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