Profit-sharing, incentive plans, employer matching: Employee savings plans have long been viewed as a “year-end” bonus. Yet they are one of the tools...
Individuals - Retirement - Page 3
The PER (Retirement Savings Plan) continues to gain momentum, with assets under management growing by nearly 20% year-over-year. The Ministry of the Economy reports...
The French pension system, established in 1945, is based on a pay-as-you-go system: contributions from the working population fund the pensions of retirees. ...
A forty-year career leaves you with some memories… for example, those typewritten pay stubs, with carbon paper on the back that stained the…
The subdivision of SCPI shares allows investors to fine-tune their real estate investments to align with their individual wealth management goals. Two real-life examples...
A retirement savings plan is neither a miracle product nor simply a tool for year-end tax planning. Its effectiveness depends above all on when it...
Established by the law of August 21, 2003, and strengthened since 2012, the right to information about retirement accompanies every insured person from the early years of their career...
In light of the aging population and the rise in cases of dependency, the advance care planning directive has emerged as a key tool for planning ahead...
The year 2026 does not mark a sudden change, but rather a gradual tightening of conditions for French savers. A decline in regulated rates, stricter oversight of c...
Although it has received little attention in public debate, the tightening of rules regarding working while receiving a pension marks a major shift. Starting in 2027, working while receiving a pension...
Investors often talk about returns or risk, but much less frequently about duration. Yet the investment horizon is one of the most...
INSEE has just released a rare and thoroughly documented overview of high and very high salaries in France, examining both compensation levels...
Latest Articles
The first Nestenn Observatory on Real Estate Trajectories puts a number on a practice that everyone is familiar with but doesn't measure: 26.1% of first-time homebuyers...
After a record July at 49.4 billion euros, the market for Europe-based exchange-traded funds saw inflows of 43 billion euros in subscriptions...
A study conducted for XTB France by TGM Research examines the trade-offs households are making as the school year begins. The figure of interest to investors...















