Tools for Smarter Planning

Free Financial Planning Calculators

Explore a range of trusted financial calculators provided by official U.S. government and regulatory organisations. These tools are secure, free to use, and will open in a new tab. Please note: BlackPoint Capital Partners is not affiliated with these providers.

Required Minimum Distribution Calculator

Estimate how much you’re required to withdraw from retirement accounts based on IRS rules and your age.

Source: Investor.gov (U.S. Securities and Exchange Commission)

LAUNCH CALCULATor
Compound Interest & Savings Goal Calculator

See how your money could grow over time or calculate what you need to save for a specific goal.

Source: Investor.gov (U.S. Securities and Exchange Commission)

LAUNCH CALCULATor
Social Security Retirement Estimator

Estimate your personalised Social Security benefits and compare retirement options.

Source: Ssa.gov (Social Security Administration)

LAUNCH Estimator
Retirement Ballpark Estimator

Estimate how much you may need to save each year for a comfortable retirement.

Source: FINRA.org (Financial Industry Regulatory Authority)

LAUNCH Estimator
Mutual Fund Analyzer

See how fees and expenses can impact the long-term value of your investments.

Source: FINRA.org (Financial Industry Regulatory Authority)

LAUNCH Analyzer
529 Education Savings Calculator

Estimate how much to save each year to meet future college costs.

Source: FINRA.org (Financial Industry Regulatory Authority)

LAUNCH Calculator

Need Help Making Sense of the Numbers?

We are here to help you apply what you learn from our financial calculators in a way that fits your long term goals.

Talk to an Advisor