Brandon Summers on Muck Rack

Brandon Summers

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United States
As seen in: Grand Island Independent, The Toronto Star, Yahoo, Benzinga, Washington Times, The Spokesman-Review, Omaha World-Herald, City News, The Forum of Fargo-Moorhead, Lincoln Journal Star, NewsBreak and
Reporter, Grand Island Independent
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Articles

Why Wealthy Americans Are Choosing Permanent Relocation Over Snowbirding -- How To Plan For A Permanent Move

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By Brandon Summers Verified
| Benzinga
The traditional snowbird retirement of splitting time between two homes is giving way to strategic, permanent relocation, as wealthy Americans discover they can design a better life by choosing a savvier home state. Wealth creators that can plan a decade or more before retirement can lock in tax advantages, avoid audit complications, and build a lifestyle that previous generations could enjoy only seasonally.
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I'm a Financial Adviser: You've Built Your Wealth, Now Make Sure Your Family Keeps It

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By Brandon Summers Verified
| Inkl
Until recently, Baby Boomers enjoyed unprecedented generational dominance, not only as the but also the largest generation by population. Kiplinger's Adviser Intel, formerly known as Building Wealth, is a curated network of trusted financial professionals who share expert insights on wealth building and preservation.
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I'm a Financial Adviser: You've Built Your Wealth, Now Make Sure Your Family Keeps It Original

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By Brandon Summers Verified
| Kiplinger Verified
The most significant wealth transfer in history, an estimated $84 trillion, is underway as Baby Boomers pass on their fortunes to their Gen X and Millennial heirs. But most families aren't ready, and the cultural divide between generations may make it more complicated than ever to preserve that legacy. Until recently, Baby Boomers enjoyed unprecedented generational dominance, not only as the but also the largest generation by population.
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