Category: Protectors of Success

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


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


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


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,


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


Protect Your Social Media Accounts

Social media is a great way for us all to stay connected and keep in touch with family and friends as well as stay updated on all the latest news from around the world. However, it is important to be aware that the information you share on these platforms could


Protect: Do you have Enough Umbrella Insurance?

Umbrella liability coverage supplements other liability policies such as auto and homeowners. It is designed to kick in when the coverage on those policies has been exhausted. The main purpose is to protect your assets from unforeseeable accidents and missteps. When thinking about assets, there are obvious things that come


Protect Your Credit Report

Routinely checking and monitoring your credit report will not only help you understand your current credit position but can also help you take early action against signs of potential fraud and identity theft. This can help save you the inconvenience of dealing with bigger issues weeks, months or even years


Protect Against Tax Identity Theft

Tax identity theft affects thousands of taxpayers every year. This occurs when someone uses your stolen personal information, including your social security number, to file a tax return claiming a fraudulent refund. Here are some tips you can take to reduce your risk of experiencing tax identity theft. File your


Financial Scams that Target Seniors

According to a 2019 Senate committee report, older adults lose an estimated $2.9 billion each year to financial scams. Law enforcement struggles to fight these scams because they are being executed from foreign call centers beyond their scope. From the report, the most common scam involved individuals impersonating someone from


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