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
4 10, 2023

Celebrity Estate Planning Mistakes-Part 5

By |2023-10-04T12:43:58-07:00October 4th, 2023|Legal Documents|0 Comments

Celebrity Estate Planning Mistakes Celebrity estate planning mistakes can be useful in helping us to avoid the same issues. In this article, we will go over five celebrity estate planning mistakes. James Gandolfini Estate Value: $70 million Date of Death: June 19, 2013 James Gandolfini had estate planning documents in place. The issue was he [...]

22 09, 2023

Frequently Asked Annuity Questions

By |2023-09-21T17:27:45-07:00September 22nd, 2023|Financial|0 Comments

Frequently Asked Annuity Questions Annuities can be helpful but complex investment vehicles. We want to help clear up some of the mystery. To do this, in this article, we will answer several frequently asked annuity questions. What is an Annuity? An annuity is a financial contract between you and an insurance company. In exchange [...]

13 09, 2023

When to Being Taking Social Security Benefits

By |2023-09-12T13:47:49-07:00September 13th, 2023|Advisory|0 Comments

When to Begin Taking Social Security Benefits For many people, social security plays a big part in their retirement. But it is important to know when to begin taking social security benefits. In this article, we will go over the basics of how beginning your social security works. Full Retirement Age Full retirement age is [...]

6 09, 2023

4 Retirement Pitfalls and How to Avoid Them

By |2023-08-28T12:56:12-07:00September 6th, 2023|Advisory|0 Comments

4 Retirement Pitfalls and How to Avoid Them Retirement pitfalls can throw a wrench in your plans and cause distress during retirement. In this article, we will review what 4 of these retirement pitfalls are and how you can avoid them. 1. Not Planning for Long Term Care Many people do not realize that [...]

30 08, 2023

Tax Identification Number Basics

By |2023-08-28T12:27:38-07:00August 30th, 2023|Tax|0 Comments

Tax Identification Number Basics A tax identification number, or TIN, is an avenue the IRS uses for tracking. They are all 9 digits long. Except for social security numbers, they are all issued by the IRS. In this article, we will go over the basics of tax identification numbers. Who Needs One Individuals, businesses, [...]

24 08, 2023

Non-Profit Corporation

By |2023-08-24T16:28:10-07:00August 24th, 2023|Legal Documents|0 Comments

Non-Profit Corporation A non-profit corporation is a business that does not operate for profit purposes. There are tax advantages to receiving such a qualification. In this article, we will go over how non-profit corporations work and how to set one up. Creating the Corporation The first step in creating a non-profit corporation is creating [...]

9 08, 2023

Life Insurance FAQs

By |2023-08-08T17:18:56-07:00August 9th, 2023|Financial|0 Comments

Life Insurance FAQs Before purchasing life insurance there are questions many people have. These usually cover the basics of how life insurance works. In this article, we will go over 10 life insurance FAQs. 1. How Much Life Insurance Do I Need? For your life insurance policy to be successful it is important that you33 [...]

2 08, 2023

Retirement Planning Frequently Asked Questions

By |2023-07-31T15:46:27-07:00August 2nd, 2023|Advisory|0 Comments

Retirement Planning Frequently Asked Questions Retirement planning is on the minds of many. But you may not be sure when to start. In this article, we will answer 6 frequently asked retirement planning questions. How Much Money Do I Need? The amount of money you need to have accessible for retirement varies on many [...]

28 07, 2023

10 Common Tax Questions Answered

By |2023-07-28T13:22:10-07:00July 28th, 2023|Tax|0 Comments

10 Common Tax Questions Answered Taxes are confusing and seem clouded with complex rules and constantly changing laws. It can be hard to find a straight answer to basic questions. In this article, we will answer 10 common tax questions. 1. Where Can I Find Free Help? Tax preparation fees can add up very [...]

Go to Top