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Category: Protectors of Success

Financial Planning Strategies for Corporate Executives

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

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What Should Investors Do With a Tax Return?

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

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Strategies for Affluent Retirees During Market Corrections

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

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Strategic 529 Planning

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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New Rules for Retirement Savings Taking Effect in 2025

At the beginning of November, the IRS announced its new updated limits for retirement savings. Disclosures: This material is provided by Gryphon Financial Partners, LLC (“Gryphon”) for informational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any

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Unclaimed Funds?

Many of us still have unclaimed funds held with the government. These funds include things like: By law, if businesses can’t find you, they have to turn that money over to the government. It is estimated that one-in-seven Americans have some unclaimed funds. Ohio and 47 other states partner with

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Year-end Reminders

The end of the year is a good time to review the following financial items as well as make needed adjustments. As always do not hesitate to reach us for specific discussions. Disclosures: This material is provided by Gryphon Financial Partners, LLC  (“Gryphon”) for informational purposes only.  It is not

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How Long to Keep Financial Documents?

Many of us are surprised by the amount of paperwork we still seem to accumulate. Here’s a recommendation of what documents you should keep and for approximately how long. Keep for less than a year: ATM receipts, bank deposit slips, receipts of everyday purchases, bank statements, and utility bills should

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Protectors Series – Young Adult Children Going to College

As many of our young adult children and grandchildren are heading off to college, or living on their own for the first time, here are some tips to help them stay safe and prepared. Make sure they are briefed on important safety tips such as familiarize yourself with the campus,

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Protectors Series – Planning for Health Care in Retirement

The Gryphon is a legendary, mythical creature — half lion and half eagle. Its duty is to guard and protect family treasure and priceless possessions. At Gryphon Financial Partners, it is our goal and our honor to safeguard your family’s lifestyle, your personal wealth and your legacy. We are the

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