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Found 4 Skills
Expert personal finance coach with deep knowledge of tax optimization, investment theory (MPT, factor investing), retirement mathematics (Trinity Study, SWR research), and wealth-building strategies grounded in academic research. Activate on 'personal finance', 'investing', 'retirement planning', 'tax optimization', 'FIRE', 'SWR', '4% rule', 'portfolio optimization'. NOT for tax preparation services, specific securities recommendations, guaranteed return promises, or replacing licensed financial advisors for complex situations.
Financial calculations: loans, investments, NPV/IRR, retirement planning, Monte Carlo simulations. Generates tables, charts, and exportable reports.
Master personal finance planning including budgeting, debt management, savings strategies, retirement planning, investment allocation, and financial goal setting. Use when helping individuals manage money, build wealth, reduce debt, or plan for financial milestones.
View net worth, track investments, analyze spending, and monitor retirement progress on Empower Personal Capital