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Savings, retirement and asset allocation v1.0.0

Use this resource to structure a savings, retirement and asset allocation strategy

New

  • 527 downloads
  • 233 likes
  • 114 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install personal-finance-retirement-planning

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent explains the principles of asset allocation, investment taxation, withdrawal calculations (safe withdrawal rates, the 4% rule) and financial independence, drawing on academic research. It does not recommend specific securities or promise returns. You get calculations and benchmarks to discuss with an adviser.

Mostly picked by

Updated November 2, 2026

Card for the “Savings, retirement and asset allocation” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: principles, method and calculation rules
  • references/: investment theory, tax optimisation and withdrawal mathematics

Good fit for

  • You want to know how much to save for early retirement
  • You are comparing allocation strategies over several decades

Not for

    Tags

    • savings
    • retirement
    • allocation
    • taxation

    About

    You say

    “How much capital do I need to live off my investments on 1,800 euros a month?”

    Card for the “Savings, retirement and asset allocation” skill

    Skill published by curiositech under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to structure a savings, retirement and asset allocation strategy
    3. Review and adjust the result

    Content preview

    Files

    • .claude-plugin/plugin.json0.6 KB
    • CHANGELOG.md1.2 KB
    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/investment-theory.md6.2 KB
    • references/tax-optimization.md4.5 KB
    • references/withdrawal-math.md5 KB
    • SKILL.md5.6 KB

    Origin and licence

    Listed unmodified

    Author
    curiositech
    Source
    github.com/curiositech/some_claude_skills/tree/f49825290077e5fb46bb3e867dfa8a5b0161152b/.claude/skills/personal-finance-coach
    Licence
    MIT

    Notice

    « personal-finance-coach » (curiositech, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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