arodarte

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
3 05, 2019

Common Health Insurance Questions

By |2020-09-28T13:59:38-07:00May 3rd, 2019|Financial|0 Comments

Four Common Health Insurance Questions Even though health insurance is something that is part of most people’s lives, many do not fully understand it. This can cause confusion and make it hard to understand if you have the best policy or not. In this article, we will go over four common health insurance questions [...]

12 04, 2019

Minimize Taxation on Social Security Income

By |2020-09-29T08:13:24-07:00April 12th, 2019|Tax|0 Comments

Minimize Taxation on Social Security Income Many retirees find out the hard way that social security income is taxable. But there are ways that you can minimize taxation on social security income. In this article, we will go over 5 ways to minimize such taxation. Keep Income Below Thresholds Social security income only becomes [...]

5 04, 2019

7 Common Probate Misconceptions

By |2024-06-25T12:22:56-07:00April 5th, 2019|Legal Documents|0 Comments

Common Probate Misconceptions Probate is the court-supervised process of distributing someone’s assets after they pass. The process can be confusing, and most people know very little about it. Due to this fact, there are a lot of misconceptions about the probate process. In this article, we will clear up 7 of the most common [...]

15 03, 2019

6 Things to Look for When Shopping for Disability Insurance

By |2020-09-29T08:19:52-07:00March 15th, 2019|Financial|0 Comments

Shopping for Disability Insurance Shopping for Disability Insurance can be tricky. There are so many companies, options, and add-ons that it can be confusing. In this article, we will go over six things to look for when shopping for disability insurance. These will help you to sift through some of your options. Definition of [...]

8 03, 2019

5 Common Financial Mistakes Made When a Spouse Passes

By |2020-09-29T08:22:19-07:00March 8th, 2019|Advisory|0 Comments

Common Financial Mistakes Made When a Spouse Passes   The passing of a spouse is a very stressful and emotionally trying time. Due to this, it is a bad idea to make major decisions soon after a spouse’s passing. Unfortunately, many people do not heed this warning. In this article, we will go over [...]

23 02, 2019

You May Need to Update Your Estate Plan

By |2020-09-29T08:25:32-07:00February 23rd, 2019|Legal Documents|0 Comments

You May Need to Update Your Estate Plan One of the top estate planning mistakes you can make is failing to update your estate plan. Not making the proper updates can wreak havoc on the best thought out plans. In this article, we will go over six reasons you would need to update your [...]

1 02, 2019

Universal Life Insurance

By |2020-09-29T08:26:56-07:00February 1st, 2019|Financial|0 Comments

Universal Life Insurance Policies Universal life insurance is a type of permanent life insurance. It provides you with coverage for your entire life at a much lower price point then whole life insurance. In this article, we will go over the basics of universal life insurance to help you determine if purchasing one is [...]

25 01, 2019

Basic Types of Investments

By |2024-06-25T12:21:17-07:00January 25th, 2019|Advisory|0 Comments

Types of Investments There are so many different types of investments. Trying to understand and navigate them can be overwhelming and confusing. In this article, we will briefly go over different types of investments to help you understand what is available to you. There is a lot of help out there for people who want [...]

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