Riverpoint Wealth Management in the News
When a Client Has More Than One Adviser
“Our job is to balance the various parts of the financial plan,” says Tim McGrath, Managing Partner at Riverpoint Wealth Management in Chicago. Read the full article…
Financial Strategies for the New Single Majority
“Wealthy singles might be better off self-insuring, or exploring alternatives like longevity insurance”, says Tim McGrath, Managing Partner at Riverpoint Wealth Management in Chicago. Read the full article…
3 Ways to Fix Your Investment Portfolio Before January
Should I Use Home Equity to Invest for Retirement?
Q: We recently retired. Should we refinance our mortgage to free up additional money to invest for our retirement?
A: Tim McGrath, a certified financial planner and founding partner of Riverpoint Wealth Management in Chicago says... Read the full article…
RETIREMENT Nine Steps on Life’s Financial Ladder
Tim McGrath, Managing Partner at Riverpoint Wealth Management in Chicago, says “Planning sounds easy, but it’s shocking how many people put it off”. Read the full article…
Afraid Your Retirement Nest Egg Won’t Last Long? You’re Not Alone.
Seven Secrets Your Clients Are Keeping
“From what I’ve seen, spending is the biggest secret that clients keep,” says Tim McGrath, Managing Partner at Riverpoint Wealth Management in Chicago. Read the full article…
Expect to Work Harder
“Tim McGrath, managing partner at Riverpoint Wealth Management in Chicago, says Even high-net-worth clients, despite their financial resilience and substantial accumulated wealth, need to re-evaluate…” Read the full article…