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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
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 [...]

25 12, 2019

Schedule D-Capital Gains and Losses

By |2019-12-17T16:19:24-07:00December 25th, 2019|Tax|0 Comments

Schedule D Schedule D is a tax form that you use to report the gain or loss incurred from the disposal of a capital asset. In this article, we will discuss the basics of filing a Schedule D. Basic Terminology Before we go over how the schedule works, we need to make sure we understand [...]

18 12, 2019

Charitable Remainder Trust

By |2019-12-17T12:53:09-07:00December 18th, 2019|Legal Documents|0 Comments

Charitable Remainder Trust A charitable remainder trust can be a powerful estate planning tool. In the right situation, it can provide you with many financial benefits. In this article, we will go over the basics of charitable remainder trusts so you can determine if one is right for you. The Basics A charitable remainder trust [...]

12 12, 2019

Long Term Care Insurance Alternatives

By |2019-12-11T16:41:55-07:00December 12th, 2019|Financial|0 Comments

Long Term Care Insurance Alternatives Long term care insurance is a type of insurance that will help cover the cost of assisted living, nursing care, or home health care. But for some, the price of long term care insurance puts it out of reach. In this article, we will go over the importance of [...]

3 12, 2019

Introduction to Roth IRAs

By |2019-12-03T12:22:15-07:00December 3rd, 2019|Advisory|0 Comments

Roth IRAs Roth IRAs are a type of Individual Retirement Account. They provide certain advantages that many investors find appealing. In this article, we will provide you with an introduction to Roth IRAs to help you better understand them and see if one is right for you. The Basics Roth IRAs are funded with [...]

27 11, 2019

Schedule E: Supplemental Income and Loss

By |2019-12-13T11:01:08-07:00November 27th, 2019|Tax|0 Comments

Schedule E: Supplemental Income and Loss Schedule E calculates the supplemental income or loss to report on your main tax return. In this article, we will go over the basics of Schedule E so you can better prepare for tax season. The Basics Schedule reports supplement income or losses not earned income. Supplemental income [...]

20 11, 2019

Ancillary Probate

By |2019-11-19T14:41:01-07:00November 20th, 2019|Legal Documents|0 Comments

Ancillary Probate Ancillary probate is a type of secondary probate that some may find necessary. In this article, we will go over what an ancillary probate is and how they work. What is an Ancillary Probate? An ancillary probate is a secondary probate proceeding. This is in addition to a primary probate proceeding. One is [...]

14 11, 2019

Why Millennials Need Life Insurance

By |2019-11-13T12:35:15-07:00November 14th, 2019|Financial|0 Comments

Why Millennials Need Life Insurance Millennials face financial complications that are very different from what their parents and grandparents faced. These complications often push purchasing life insurance to the back burner. But life insurance is the foundation of any financial portfolio. In this article, we will go over several reasons why millennials need life insurance. [...]

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