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A financial plan is not a one-time exercise. It is a framework that must evolve as wealth grows, circumstances change, and decisions become more interconnected. As complexity increases, the cost of operating with an outdated plan rises quietly. The most common reasons to update a financial plan tend to fall
The Social Security Administration (SSA) has announced that starting September 30, 2025, it will no longer issue paper checks for monthly benefits. Payments will instead be delivered electronically through direct deposit to a bank account or to a Direct Express prepaid debit card. For most people, this change will not
On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was officially signed into law after passing both chambers of Congress. This legislation represents the most significant tax reform in years, and it reshapes key provisions that were originally set to expire at the end of 2025. For high
A liquidity event most often is a defining financial milestone. But with that opportunity comes complexity. At Gryphon Financial Partners, we specialize in helping clients navigate the unique challenges and opportunities that come with significant financial transitions. Whether you are a business owner planning an exit, a corporate executive exercising
A new federal proposal was recently passed by the House and is under consideration by the Senate Finance Committee. It may significantly reshape the estate planning landscape for high-net-worth families. If enacted, this legislation would permanently raise the federal estate tax exemption to $15 million per individual or $30 million
Artificial Intelligence chatbots can be very helpful, but it is important to know where to draw the line when it comes to sharing personal information. While many AI systems are designed with privacy in mind, it is always a good practice to be cautious. Here is a list of things
Corporate executives often face a unique financial landscape that is shaped by concentrated stock positions, deferred compensation plans, and ever-changing tax implications. While the role demands constant focus on business performance, personal financial life requires just as much strategic oversight. At Gryphon Financial Partners, we work closely with executives to
For many investors, a tax refund isn’t life-changing, but it can still be a smart opportunity to strengthen your financial plan. Consider putting your return to work in one of these strategic ways: Reinvest It Thoughtfully Use your return to bolster your portfolio. Whether it’s rebalancing asset classes, increasing exposure
When markets correct, it’s not just about staying invested—it’s about staying prepared. For high-net-worth retirees, a severe market correction can disrupt income streams, alter long-term planning assumptions, and create liquidity stress—particularly when private investments and capital calls are involved. Smart retirees don’t wait for volatility. They plan for it. These
For many families, funding a child’s education is a top priority. With tuition costs continuing to rise, 529 plans offer a tax-advantaged vehicle to grow and transfer wealth while ensuring future educational needs are met. While many assume 529 plans are just for families needing help saving for college, they
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