Additional Tools

ADDITIONAL TOOLS

It's important for you to be equipped with resources and tools that empower you to reach a stronger financial health status. Click-through each section to better understand financial terminology, be aware of tax changes, and interact with calculators that may assist in organizing your financial game plan.

GLOSSARY

More than 200 entries that explain various financial concepts, ideas, and strategies.

TAX RESOURCES

Designed to help you access the resources you may need to prepare for tax season.

ALL CALCULATORS

A great starting point if you have a question or concern about your personal finances.

LONG-TERM CARE COSTS

Search by your state of residence to view national averages of LTC costs like assisted living and home health care.¹

EXPENSE TRACKER

Easily monitor spending and categorize transactions with our Expense Tracker.

TAX TRIANGLE

This PowerPoint will explain the tax time bomb and the benefits of tax diversification. Follow along on Episode 5 of our "Can I Retire Now?" podcast.

¹ Source: John Hancock, https://caregiveradvocate.com/johnhancock-cost-of-care/wellness/cost-care-public; Neither Sunrise Wealth Advisors nor Cetera Advisors LLC are affiliated with this independent source. The tool is for informational purposes only. By leaving this site, you assume responsibility for any third-party provided content.

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