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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
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 [...]

18 07, 2023

Generation Skipping Trust

By |2023-07-18T12:46:56-07:00July 18th, 2023|Legal Documents|0 Comments

Generation Skipping Trust A generation skipping trust is a type of irrevocable trust. It can be a useful estate planning tool for those with large estate. In this article, we will go over the basics of how a generation skipping trust works. How It Works A generation skipping trust allows you to bypass your children [...]

5 07, 2023

Immediate Annuities

By |2023-06-29T17:05:00-07:00July 5th, 2023|Financial|0 Comments

Immediate Annuities Immediate annuities are policies purchased with a lump sum contribution. This is then converted into a guaranteed income stream that can last for a set period of time or a lifetime. These income payments begin immediately after the deposit of the initial funds. In this article, we will go over the different [...]

14 06, 2023

Estate Planning for Large Estates

By |2023-06-13T15:23:32-07:00June 14th, 2023|Legal Documents|0 Comments

Estate Planning for Large Estates Estate planning for large estates is complex and may require multiple strategies. In this article, we will briefly review several avenues that are available for estate planning for large estates. Charitable Donations and Wealth Preservation There are several types of trusts that allow you to use charitable donations for [...]

2 06, 2023

ALTCS Financial Basics

By |2023-06-01T17:12:42-07:00June 2nd, 2023|Financial|0 Comments

ALTCS Financial Basics Medicaid is state-provided health coverage for low-income Americans. It can also cover long-term care. Each state has its own system for providing this coverage. In Arizona, this program is the Arizona Long-Term Care System (ALTCS). In this article, we will cover the basics of what ALTCS covers and the financial components [...]

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