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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
15 08, 2022

Retirement Planning for Small Business Owners

By |2022-08-12T12:49:33-07:00August 15th, 2022|Advisory|0 Comments

Retirement Planning for Small Business Owners Retirement planning for small business owners can be more difficult than for the average person. But successful planning is not impossible. In this article, we will give details on the keys to successful retirement planning for small business owners. The Challenges Small business owners face a unique set [...]

8 08, 2022

Payroll for the Self-Employed

By |2022-08-05T13:45:19-07:00August 8th, 2022|Tax|0 Comments

Payroll for the Self-Employed Payroll for the self-employed can be complex. It is important to understand how it works. It can greatly reduce your tax burden. In this article, you will learn how payroll for the self-employed works and how you can implement it. Self-Employment Tax If you make more than $400 through your [...]

1 08, 2022

Avoiding Guardianship

By |2022-08-01T13:42:40-07:00August 1st, 2022|Legal Documents|0 Comments

Avoiding Guardianship Avoiding guardianship is what most people hope to achieve in their lifetimes. A guardianship is someone who has been court appointed to care for the financial and health care interests of another person. Many people find themselves needing to file for guardianship to help care for an aging parent. Why does this happen [...]

11 07, 2022

Variable Universal Life Insurance

By |2022-07-08T12:45:48-07:00July 11th, 2022|Financial|0 Comments

Variable Universal Life Insurance Variable universal life insurance is a type of permanent life insurance policy. Depending on your financial situation it can be a helpful financial planning tool. In this article, we will explain how variable universal life insurance works and what it can do for your portfolio. The Basics With a variable [...]

30 03, 2022

Securing Your Finances Before 30

By |2022-03-29T13:11:14-07:00March 30th, 2022|Advisory|0 Comments

10 Tips for Securing Your Finances Before 30 Securing your finances before 30 may seem like an impossible task, especially in the current economic climate. In this article, we will go over 10 tips for securing your finances before 30. 1. Track Spending It is important to know how much you spend and what [...]

9 03, 2022

Foreign Earned Income Exclusion

By |2022-03-08T14:36:22-07:00March 9th, 2022|Tax|0 Comments

Foreign Earned Income Exclusion The foreign earned income exclusion is a tax exclusion to help prevent US citizens and resident aliens from being subject to double taxation. In this article, we will go over the basics of what the foreign earned income exclusion covers. Foreign Earned Income First, it is important to understand what foreign [...]

20 01, 2022

Celebrity Estate Planning Mistakes-Part 4

By |2022-01-20T13:53:45-07:00January 20th, 2022|Legal Documents|0 Comments

Celebrity Estate Planning Mistakes Celebrity estate planning mistakes are entertaining, but they can also teach us valuable lessons. In the fourth installment of our celebrity estate planning mistakes series, we will examine the estates of Howard Hughes, Doris Duke, Aretha Franklin, Barry White, and Michael Crichton. Howard Hughes Died: April 5, 1976 Estimated Worth: [...]

12 01, 2022

Strategies to Help Pay for Long Term Care

By |2022-01-10T17:01:36-07:00January 12th, 2022|Financial|0 Comments

Strategies to Help Pay for Long Term Care Implementing strategies to help pay for long term care can help you to prevent a lot of stress and trouble. It also can help to preserve funds for the benefit of your spouse or other loved ones. In this article, we will review 4 strategies to [...]

27 12, 2021

Taxation for Resident and Nonresident Aliens

By |2021-12-27T10:42:59-07:00December 27th, 2021|Tax|0 Comments

Taxation for Resident and Nonresident Aliens Taxation for resident and nonresident aliens differs from that of U.S. citizens. In this article, we will go over the basics of taxation for resident and nonresident aliens. Resident vs. Nonresident A resident alien is someone who is not a U.S. citizen but has a green card that [...]

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