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Aulestia Wealth Management

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  2. Research & Resources
  3. Calculator Library

Calculator Library

Link Disclosure: The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. By accessing these calculators, you assume total responsibility and risk for your use of the third-party website.

Retirement

  • Social security retirement income estimator
  • How does inflation impact my retirement income needs?
  • Convert discretionary expenses to savings

Savings

  • Becoming a millionaire
  • How long will it take to double my money?
  • How long until my savings reach my goal?
  • Save now vs. save later
  • How much should I save to reach my goal?
  • What will my current savings grow to?
  • Calculate rate of return
  • How do taxes and inflation impact my return?

Insurance

  • What is my life expectancy?
  • What are the chances of becoming disabled?
  • How much will I earn in my lifetime?
  • What are the tax advantages of an annuity?
  • How long will my current life insurance proceeds last?

Taxation

  • Federal income tax calculator
  • How much self-employment tax will I pay?
  • What is my tax-equivalent yield?
  • Tax refund estimator
  • Tax freedom day

Home & Mortgage

  • Comprehensive mortgage calculator
  • Should I convert to a bi-weekly payment schedule?
  • What are the tax savings generated by my mortgage?
  • Compare an interest-only versus traditional mortgage

College

  • Will I be able to pay back my student loans?
  • Advantages of the Coverdell ESA.
  • Advantages of a 529 College Savings Plan
  • What is the value of a college education?
  • What are the payments on a parental (PLUS) loan?

Cash Flow

  • Should I pay down debt or invest more?
  • How long will my money last?
  • Historical inflation - Compare purchasing power

Credit

  • How long will it take to pay off my credit card(s)?
  • How long until my loan is paid off?
  • What would my loan payments be?
  • What is the balance owing on my loan?
  • Which is better, cash up front or payments over time?
  • What is the impact of making extra debt payments?
  • Should I pay off debts or invest the money?

Paycheck & Benefits

  • Convert my salary to an equivalent hourly wage.
  • Convert my hourly wage to an equivalent salary.

Auto

  • Auto purchase - Loan vs. 0% dealer financing?
  • What would my auto payments be?
  • Auto loan - Accelerated payoff

FINRA Calculators

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator

Research & Resources

  • Calculator Library

Contact Us

Don't hesitate to get in touch with us.
We would welcome the opportunity to become your trusted advisor.

Get to know us

Phone: (239) 261-9033
Fax: (239) 799-7643

Email: info@aulestiawealth.com

780 Fifth Avenue South, Suite 200, Naples, FL 34102

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WARRANTIES & DISCLAIMERS

There are no warranties implied.

Aulestia Wealth Management, Inc. (“AWMi”) (dba / Aulestia Ventures) is a registered investment adviser located in Naples, FL. AWMi may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. AWMi’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of AWMi’s web site on the Internet should not be construed by any consumer and/or prospective client as AWMi’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by AWMi with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of AWMi, please contact the state securities regulators for those states in which AWMi maintains a registration filing. A copy of AWMi’s current written disclosure statement discussing AWMi’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from AWMi upon written request. AWMi does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to AWMi’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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