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
15 02, 2018

How to Revoke an Irrevocable Trust

By |2020-09-29T15:43:56-07:00February 15th, 2018|Legal Documents|0 Comments

How to Revoke an Irrevocable Trust An irrevocable trust is a complex estate planning document. If you are the grantor, or the person creating and funding the trust, you lose control of any assets placed in the trust. Additionally, you lose the ability to change or revoke the trust. However, there may be some [...]

9 02, 2018

5 Reasons Why You Need Life Insurance

By |2020-09-29T15:45:32-07:00February 9th, 2018|Financial|0 Comments

Why You Need Life Insurance You may wonder why you should buy life insurance. Many individuals think they do not have enough assets to need it, others simply avoid it because they do not like to think about mortality (death). In this article, we will go over 5 reasons why you need life insurance. [...]

29 01, 2018

Introduction to Irrevocable Trusts

By |2020-09-29T15:50:53-07:00January 29th, 2018|Legal Documents|0 Comments

Irrevocable Trusts Irrevocable trusts are estate planning documents. They are powerful tools that can be very beneficial in certain situations. In this article, we will go over how irrevocable trusts work, some of their benefits, and some of their pitfalls. How Irrevocable Trusts Work An irrevocable trust is a type of trust. After you [...]

27 01, 2018

Derivatives

By |2020-09-29T15:53:08-07:00January 27th, 2018|Advisory|0 Comments

Derivatives-An Introduction Derivatives are a type of security. Their value is dependent, or derived, from the value of underlying assets. These underlying assets could be stocks, bonds, commodities, currencies, interest rates, or market indexes. The value of the derivative will fluctuate according to the value of the underlying assets. However, derivatives are a broad [...]

24 01, 2018

Term Life Insurance

By |2024-06-24T15:53:30-07:00January 24th, 2018|Financial|0 Comments

Term Life Insurance Term life insurance is one of the cheapest and easiest to understand types of life insurance. It covers you for a specific period and can be a flexible source of coverage. In this article, we will go over the basic characteristics, types, and usefulness of term life insurance. Basic Characteristics Term [...]

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