HARO Queries for Financial Professionals

National Association of Divorce Professionals February 2, 2022

318 Comments

Below are opportunities for you to gain media exposure. The queries below include the reporter’s contact information and will give you a detailed description of what they are looking for, followed by the qualifications you must have to be considered. Should you be interested, please send them your NADP profile in your contact information. In the subject line of your email to the reporter, copy and paste their summary sentence and the word HARO.

12.5.22

Retirement/401k Advisers: Portfolio Advantages & Dangers of Rising Interest Rates

Name: Christopher Carosa FiduciaryNews.comCategory: General

Email: [email protected]

Media Outlet: FiduciaryNews.com

Deadline: 9:00 PM EST – 5 December

Query: We seem to be heading towards a period of sustained higher
interest rates. Retirement investors can benefit from this as
well as be hurt by this. Please email your answers to the
following questions by repeating the question and its original
number before each response. PR folks, no pitches please as we
have no time to respond.

1) How do rising interest rates hurt retirement savings
investments?

2) Explain “reinvestment risk” as it pertains to fixed income
securities. Why is this a risk?

3) What are some benefits to retirement savings investment
portfolios when interest rates rise?

4) Explain a laddered bond portfolio. How does this mitigate
investment reinvestment risk?

5) In terms of risks posed by rising rates, why are individual
bonds safer than bond funds?

6) Since 401k participants are generally limited to fund, what
investment strategies can they employ to avoid the downside of
rising rates while still seeking to avoid the volatility of
equity investments?

7) State your name, title, firm and city/state location because
we need that to use your quote.

11.14.22

FINANCIAL EXPERT:
Name: Andrew Lisa GOBankingRates

Category: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 7:00 PM EST – 14 November
Query:

Hello, I’m a writer working on an article for GOBankingRates, which —
through partnerships with MSN, AOL, and Yahoo — has the
potential to be seen by hundreds of millions of readers.

The article will offer strategies and tips on how a single
person can best navigate the holidays financially — budgeting
for gifts, travel, time off, parties, etc. — on a single income.

If you’re an expert, we’d love your input.

We’re on a very short deadline and would need your responses by
tonight, but please feel free to be brief. Just a few sentences
on each of your thoughts is enough.

Please respond in full, quotable sentences. Please include your
full name and title. Please include a website or some other way
to verify your credentials.

Thanks and I look forward to hearing from you, Andrew Lisa

Requirements: Please respond in full, quotable sentences. Please include your
full name and title. Please include a website or some other way
to verify your credentials.

Financial Service Providers: How Does Getting Quoted In The Media Help Grow Your Business
Name: Christopher Carosa FiduciaryNews.com

Category: General

Email: [email protected]

Media Outlet: FiduciaryNews.com

Deadline: 9:00 PM EST – 14 November

Query: It’s been said that there’s no such thing as bad publicity.
Obviously, positive media mentions are desired. This article is
all about that. Please email your answers to the following
questions by repeating the question and the original number
before each answer. PR folks, no pitches please, just have your
clients email their responses.

When it comes to Boosting Your Public Image To Grow Your
Business, what are your biggest challenges?
How have you tried to solve these challenges in the past?
What are your 3 main outcomes or goals when it comes to
Boosting Your Public Image To Grow Your Business?
When it comes to learning about Boosting Your Public Image To
Grow Your Business, what are the specific topic areas you want
to learn more about?
If you could have any question answered about Boosting Your
Public Image To Grow Your Business, what would it be?
When customers and prospects mention a general issue about
their business that doesn’t come from you, what is the source of
that comment. (For example, it could be the national news media,
the financial news media, trade journals, etc … please be
specific in your answer if you can, so if the plan sponsor
regularly mentions a media source or personality, be sure to
include that).
Why do customers and prospects feel that media source or
personality has credibility and what can you do to lift your own
credibility within your industry?
In what ways would it help you to be seen as a thought leader?
State your name, title, firm and city/state address because
it’s required to include your quote in the article.

FINANCIAL EXPERT: Pros and cons of stopping saving for retirement because of inflation

Name: Rachel Hartman U.S. News & World ReportCategory: General

Email: [email protected]

Media Outlet: U.S. News & World Report

Deadline: 8:00 PM EST – 17 November

Query: For a piece that looks at the impact of inflation, I’m looking
for tips and insight regarding when it may be a good idea to
stop saving for retirement because of inflation. I’m also
interested in hearing what to consider before deciding to stop
saving for retirement and the effect that quitting could have.

11.10.22

FINANCIAL EXPERT: Should You Focus More on Saving Money for Retirement or Paying off Your Mortgage Early?

Name: Crystal Mayer Go Banking RatesCategory: General

Email: [email protected]

Media Outlet: Go Banking Rates

Deadline: 9:00 AM EST – 10 November

Query: Should You Focus More on Saving Money for Retirement or Paying
off Your Mortgage Early? Are there situations where your
position may change?

11.9.22

FINANCIAL EXPERT: Summary: Benefits of unretiring

Name: Rachel Hartman U.S. News & World ReportCategory: General

Email: [email protected]

Media Outlet: U.S. News & World Report

Deadline: 8:00 PM EST – 15 November

Query: For a story that considers the impact of unretiring, I’m looking
for tips and examples regarding some of the perks that
unretiring can bring. Any factors for retirees to think about
before unretiring would be helpful too. Thanks!

FINANCIAL EXPERT: What to know about 401k hardship withdrawals

Name: Rachel Hartman U.S. News & World ReportCategory: General

Email: [email protected]

Media Outlet: U.S. News & World Report

Deadline: 8:00 PM EST – 11 November

Query: For a story that covers withdrawing from a 401(k), I’m looking
for information regarding when to take money out and what a
hardship withdrawal means. Any tips on what to consider before
withdrawing would be helpful too. Thanks!

11.7.22

Personal Finance Expert
Name: Andrew Lisa GOBankingRates

Category: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 7:00 PM EST – 7 November
Query:

Hello,

I’m a writer working on an article for GOBankingRates, which —
through partnerships with MSN, AOL, and Yahoo — has the
potential to be seen by hundreds of millions of readers.

The article will give our readers ideas on how to save money
during the holidays, even while navigating the most expensive
time of the year. Beyond shopping the sales and not overspending
on actual purchases, we’re looking for ways that they can grow
their savings, put money in the bank, and improve their overall
financial situation even during this money-draining time of year.

We’re on a very short deadline and would need your responses by
tonight, but please feel free to be brief. Just a few sentences
on each of your thoughts is enough.

Please respond in full, quotable sentences. Please include your
full name and title. Please include a website or some other way
to verify your credentials.

Thanks and I look forward to hearing from you, Andrew Lisa

Requirements: Please respond in full, quotable sentences. Please include your
full name and title. Please include a website or some other way
to verify your credentials.

11.4.22

Financial Advisor who works with millionaire clients to share recession proofing tips

Name: Jennifer Glantz Business InsiderCategory: General

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 4 November

Query: Looking for a financial advisor who works with millionaire
clients to share 5 tips on how to recession-proof your money
without making big lifestyle changes
Requirements: MUST BE A CPA, CFA, CFP

Financial Advisor to review my financial portfolio & share how I can recession proof my money

Name: Jennifer Glantz Business InsiderCategory: General

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 4 November

Query: Looking for a financial advisor who works with millionaire
clients to share 5 tips on how to recession-proof your money
without making big lifestyle changes

Requirements: MUST BE A CPA, CFA, CFP

Financial Advisor to share the 3 ways to build wealth during a recession

Name: Jennifer Glantz Business InsiderCategory: General

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 4 November

Query: Looking for a financial advisor to share the 3 ways to build
wealth during a recession
Requirements: MUST BE A CPA, CFA, CFP

Financial Experts: How to invest when the market is down

Name: Mia Taylor FortuneCategory: Business and Finance

Email: [email protected]

Media Outlet: Fortune

Deadline: 12:00 PM EST – 4 November

Query: Looking for expert commentary and insight on the following
questions and points:

-Avoid pulling your money out * Why it’s important not to let
your emotions guide your investment choices and influence you to
sell in a down market * Stocks may be valued at less than what
you paid for them Invest based on your own needs * Just
because market is down, doesn’t mean you have to buy either *
Avoid buying stocks on impulse simply b/c they may be cheaper *
Do your research and consider your long-term goals if you decide
to buy Understand the risks of investing in a down market *
Despite historic trends, markets may not snap back quickly or
always trend upward. * It’s also possible for stocks become
overvalued and enter bubble territory * For prices to go
higher, corporations must demonstrate earnings and revenue
growth Take advantage of sound opportunities -what opportunities
might there be?
Requirements: Looking for CFAs and reps from top investing firms

11.2.22

Financial Experts to comment on self-employment taxes

Name: Sarah George FinderCategory: Business and Finance

Email: [email protected]

Media Outlet: Finder

Deadline: 7:00 PM EST – 3 November

Query: I’m looking for financial advisers, accountants and tax experts
to comment on an article I’m updating about taxes for
freelancers.

Please answer at least Question #1.

1. How much do you recommend that self-employed professionals
set aside for taxes out of their paycheck? Is there a rule of
thumb?

2. Explain factors to help determine whether someone is a 1099
independent contractor.

3. What taxes are self-employed individuals responsible for that
W-2 employees are not?

4. Any tips or common pitfalls for self-employed individuals
filing taxes?
Requirements:

Please include your full name, job title and a link to your site
or social media.

Please include a high-res headshot with your response.

Must be willing to be quoted online.

Financial Experts for Personal Loan Stories

Name: Ashley Eneriz ConsumerAffairsCategory: General

Email: [email protected]

Media Outlet: ConsumerAffairs

Deadline: 7:00 PM EST – 3 November

Query: Looking for certified/licensed financial experts for personal
loan stories. This will be quick – I won’t waste your time. No
link backs unfortunately.
Requirements: Looking for certified/licensed financial experts for personal
loan stories. This will be quick – I won’t waste your time. No
link backs unfortunately.

10.31.22

Financial Service Providers: How Can Boosting Your Public Image Help Grow You Business

Name: Christopher Carosa FiduciaryNews.comCategory: Business and Finance

Email: [email protected]

Media Outlet: FiduciaryNews.com

Deadline: 9:00 PM EST – 31 October

1. When it comes to Boosting Your Public Image To Grow Your
Business, what are your biggest challenges?

2. How have you tried to solve these challenges in the past?

3. What are your 3 main outcomes or goals when it comes to
Boosting Your Public Image To Grow Your Business?

4. When it comes to learning about Boosting Your Public Image To
Grow Your Business, what are the specific topic areas you want
to learn more about?

5. If you could have any question answered about Boosting Your
Public Image To Grow Your Business, what would it be?

6. When 401k plan sponsors mention a general issue about their
plan that doesn’t come from you, what is the source of that
comment. (For example, it could be the national news media, the
financial news media, trade journals, etc … please be
specific in your answer if you can, so if the plan sponsor
regularly mentions a media source or personality, be sure to
include that).

7. Why does the 401k plan sponsor feel that media source or
personality has credibility and what can you do to lift your own
credibility within your industry?

8. In what ways would it help you to be seen as a thoughtleader?

9. State your name, title, firm and city/state address because
it’s required to include your quote in the article.

10.19.22

Seeking Financial Experts to offer insight on Medicare costs and coverage

Name: Lindsey Crossmier RetireGuide.comCategory: General

Email: [email protected]

Media Outlet: RetireGuide.com

Deadline: 8:00 AM EST – 24 October

Query: Which typically saves more money in the long run – Original
Medicare or Medicare Advantage?

Is it easy to get coverage for hospital treatments with Original
Medicare?

What cosmetic surgeries could be covered by Medicare Advantage?
Requirements: A money expert with experience dealing with Medicare

10.17.22

Financial/Real Estate Experts: Is buying a home worth it?

Category: General

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 18 October

Query: I’m writing an article about whether it’s a good time to own a
home, and I was hoping that experts on this topic could answer
the following questions: – Since real estate typically rises
about 4% annually, which is equal to an investment – what are
the financial pros at the moment to buying a home? – Why may
some people want to wait to purchase a home given the state of
financial affairs right now? – Since home owners have to pay for
taxes, repairs, maintenance, insurance, are there more benefits
to renting vs buying right now? – Do you have any idea when the
real estate market/ financial market may become better for
buyers? – What’s your full name, job title and where are you
based?

10.11.22

FINANCIAL EXPERTS: Do you have a story about financial health literacy?

Name: Deb Gordon HealthyWomen.orgCategory: Biotech and Healthcare

Email: [email protected]

Media Outlet: HealthyWomen.org

Deadline: 8:00 PM EST – 14 October

Query: Have you managed the financial or insurance aspects of a complex
diagnosis or condition? Did you have to learn financial health
literacy the hard way? How’d you do it? What happened? Please
share your story.

Requirements:

Must be U.S.-based woman between ages 35 and 64 with a story to
share about financial health literacy.

10.6.22

Finance/Budgeting experts

Name: Andrew Lisa GOBankingRatesCategory: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 7:00 PM EST – 6 October

Query:

Hello, I’m a writer working on an article for GOBankingRates, which —
through partnerships with MSN, AOL, and Yahoo — has the
potential to be seen by hundreds of millions of readers.

The article will explore the psychology of the word “budgeting,”
which turns some people off from keeping track of their
finances.

If “budgeting” makes them think of an administrative chore that
they would rather avoid, we want to reassure them that that’s OK
and hear from experts who can offer other financial-planning
mindsets.

We’re on a very short deadline and would need your responses by
tonight, but please feel free to be brief. Just a few sentences
on each of your thoughts is enough.

Please respond in full, quotable sentences. Please include your
full name and title. Please include a website or some other way
to verify your credentials.

Thanks and I look forward to hearing from you, Andrew Lisa
Requirements: Please respond in full, quotable sentences. Please include your
full name and title. Please include a website or some other way
to verify your credentials.

9.21.22

CPA’s: Tax experts needed w/experience helping investors
Category: General

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 21 September

Query: Looking for a complete answer on the following:

1) are options trading losses tax deductible? 2) are options
trading gains subject to capital gains tax? 3) what else should
options traders know, from a tax perspective, when trading
options?
Requirements: CPA or tax professionals only, please.

9.19.22

FINANCIAL PROFESSIONALS: What are the questions financial advisors hear most often?

Name: Rudri Patel Finance of AmericaCategory: General

Email: [email protected]

Media Outlet: Finance of America

Deadline: 7:00 PM EST – 19 September

Query: What are the questions financial advisors hear most often from
clients? What do people want to know the most?

Requirements: Must be financial advisors

FINANCIAL PROFESSIONALS/CPS: Financial Tips for People Getting Remarried in Retirement

Name: Rudri Patel Finance of AmericaCategory: General

Email: [email protected]

Media Outlet: Finance of America

Deadline: 7:00 PM EST – 19 September

Query: I’d like financial tips for people who are getting remarried in
retirement. Tips should be ones that apply to older individuals
who are in retirement, not for first time couples who are
getting married.
Requirements: Financial advisors, Estate attorneys, CPAs

9.14.22

Financial/Money-Saving Experts Needed: How To Save on Streaming Services

Name: Gabrielle Olya GOBankingRatesCategory: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 8:00 PM EST – 16 September

Query: I am seeking shopping and money-saving experts to share their
best tips on saving on streaming services. These can be general
tips (i.e. sharing your account with family members) or tips for
saving on a specific service (i.e. bundle packages, etc.)
Must write/report on saving money in a professional capacity.

9.13.22

FINANCIAL EXPERT: What is the best personal finance strategy for 2022?

Name: Nikka Caplinger Skill Success BlogCategory: General

Email: [email protected]

Media Outlet: Skill Success Blog

Deadline: 11:00 PM EST – 15 September

Query: I’m updating this post on our website:
https://blog.skillsuccess.com/personal-finance-strategies/

I’d like to ask: What’s the best personal finance strategy that
you can recommend to someone looking to build financial security
during these uncertain times (considering the recession and
pandemic)?

Requirements: Your opinion will be added to the article along with your name,
company, position, and website URL.

I’m looking for finance coaches, finance experts, finance
managers, business owners, and CEOs who have “survived” the
pandemic by being strategic with their finances.

Please send a brief but concise response along with all the
required details.

FINANCIAL EXPERT: : What was the biggest time management mistake you’ve ever made?

Name: Nikka Caplinger Skill Success BlogCategory: General

Email: [email protected]

Media Outlet: Skill Success Blog

Deadline: 5:00 AM EST – 16 September

Query: I’m updating this blog post:
https://blog.skillsuccess.com/time-management-mistakes/

I’d like to ask: What was the biggest time management mistake
you’ve ever made? And how were you able to overcome that mistake?

Requirements: Your opinion will be added to the article along with your name,
company, position, and website URL.

I’m looking for thought leaders, business owners, CEOs, personal
development coaches, productivity coaches, and other experts who
could give a valuable answer to our audience who are just
starting out with their careers.

Please send a brief but concise response along with all the
required details.

FINANCIAL EXPERT: : What are the best tips for setting financial goals?

Name: Joseph Gaviola Skill Success BlogCategory: General

Email: [email protected]

Media Outlet: Skill Success Blog

Deadline: 12:00 AM EST – 16 September

Query: I’m updating this post on our website:
https://blog.skillsuccess.com/how-to-set-financial-goals/

I’m looking for finance coaches or finance experts who can share
simple but powerful tips for setting financial goals. Please
note that our audience are life-long learners that are devoted
to improving their lives and achieving success–including
financial success.
Requirements: Your opinion will be added to the article along with your name,
company, position, and website URL. I’m looking for finance
coaches, finance experts, finance managers, thought leaders, or
exemplary entrepreneurs who can offer valuable advice specific
to the audience we serve.

Please send a brief but concise response along with all the
required information and a short bio.

9.7.22

FINANCIAL OR LEGAL EXPERT NEEDED FOR MY DIVORCE COLUMN:

Researchers at Brandies University found 35% of American families can’t meet the “basic family needs budget” meaning, despite working at full-time job, these folks are still struggling to fulfill the requirements to pay for things such as: rent, food, transportation, medical care, and basic household expenses. My question for a divorce expert: “What if these couples are going through a divorce? Do they have options and if so, what are they?”

Contact: [email protected]

8.30.22

FINANCIAL ADVISORS: Is it really better to be married?

Name: Tracey Duncan MicCategory: Lifestyle and Fitness

Email: [email protected]

Media Outlet: Mic

Deadline: 4:00 PM EST – 30 August

Query: Being married, we are told, has a lot of financial perks. This
is true to my personal experience. I don’t think I could have
bought a home or embarked on a career as a writer without the
stability of living in a two income home. But it doesn’t seem to
me that it’s the legal fact of marriage that made that possible,
it was the financial cooperation. Still, there are tax breaks
and stuff, right? Some economists even say that you should marry
for money. I want to talk to financial advisors about whether
married people really are better off and what single folks can
do to make up the difference.

Here are my questions: 1. What’s your name, pronouns, title, and
location? 2. Do you think that it is more financially
advantageous for people to be married? Like should single people
be on the prowl for that reason? 3. What are the financial
advantages of marriage? 4. Are there any financial advantages of
being single? 5. Is there anything single people can do to catch
up with married people, financially? 6. Anything else?
Requirements: Financial advisor

6.29.22

CPA’S: Answers to Common Questions About Money

Name: Jennifer Glantz Business InsiderCategory: Business and Finance

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 28 June

Query: Looking for financial experts (CFA, CFP, CPA ONLY) to share
answers to these common money questions. Please share 3-4
sentences for each of these questions.

How does a 401k actually work?

How much debt is too much debt?

If I haven’t saved for retirement yet, is it too late?

What is compound interest and how does it work?

What does APY mean?
Requirements: MUST BE CFA, CFP, CPA

6.22.22

Financial Experts: 401k/Retirement Plan Advisers: Definition of a “Comfortable” Retirement

Name: Christopher Carosa FiduciaryNews.comCategory: General

Email: [email protected]

Media Outlet: FiduciaryNews.com

Deadline: 8:00 AM EST – 21 June

Query: We all here of how we need to save to achieve a “comfortable”
retirement, but little is said about what “comfortable” means.
Please email your answers to the following questions by
repeating the question and its original number before each
answer. PR folks, no pitches please, just have your clients
email their answers.

1) Do people consciously think about seeking a comfortable
retirement before they retire? Why or why not?

2) How should pre-retirees define “comfortable” retirement?

3) Where should pre-retirees go to learn this?

4) In the real world of retirement, how have retirees defined
“comfortable.”

5) What can 401k plan sponsors do to better prepare employers to
both think about and define what a “comfortable” retirement
means?

6) State your name, title, firm, and city/state location because
we need this to include your quote in the article.

CPAs and Accounting Firm Leaders: Need advice for better 1-on-1 meetings

Category: General

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 24 June

Query: We’re looking for accountants who lead 1-1 meetings. How do you
do it?

How can young (and slightly experienced) accountants hold better
1-on-1 meetings with direct reports? It seems like a simple
topic, but we want to help younger pros do their job better. 1.
How often should you hold the meetings? 2. When? 3. What should
you discuss? 4. What should you avoid? 5. How should you handle
employee issues? 6. What is the bigger point of these meetings?
Requirements: Answer the questions and send your credentials. We really need
CPAs to answer! Story will be fact checked prior to publication
in a respected trade.

Social Security Expert

Name: Andrew Lisa GOBankingRatesCategory: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 7:00 PM EST – 21 June

Query:

Hello, I’m a writer working on an article for GOBankingRates, which —
through partnerships with MSN, AOL, and Yahoo — has the
potential to be seen by hundreds of millions of readers.

The article will offer expert advice for people who are on
Social Security while clearing up misinformation about the
program.

If you’re a Social Security expert, what would you like to see
recipients do to get the most out of the program? Also, are
there any commonly believed myths about Social Security that
you’re able to debunk?

We’re on a very short deadline and would need your responses by
tonight, but please feel free to be brief. Just a few sentences
on each of your thoughts is enough.

Please respond in full, quotable sentences. Please include your
full name and title. Please include a website or some other way
to verify your credentials.

Thanks and I look forward to hearing from you, Andrew Lisa

Requirements:

Please respond in full, quotable sentences. Please include your
full name and title. Please include a website or some other way
to verify your credentials.

6.21.22

FINANCIAL EXPERTS: The Money (Investing) Rules you Shouldn’t Follow Anymore
Category: Business and Finance

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 22 June

Query: For a story in a national consumer financial newsletter, I’m
looking for financial experts (CFPs, etc.) to weigh in on a
money (investment) rule you should no longer follow. For
instance:

That bonds are a bad investment that Target date funds are no
good That you should pay your mortgage off early Annuities are
bad

And anything related to the current climate would be great too.

Got an old rule when it comes to investing that should be
reconsidered? Hit me up.

Mortgage/Finance Experts: 40-year mortgages?

Name: Brittany Anas Apartment TherapyCategory: Business and Finance

Email: [email protected]

Media Outlet: Apartment Therapy

Deadline: 5:00 PM EST – 22 June

Query: Hello! I’m looking for mortgage brokers and finance experts to weigh in
on the following:

* Could 40 year mortgages be a thing of the future? * Why do we
have 15 and 30 year mortgages? * What would be the pros/cons of
40 year mortgages?

Financial Experts: “Don’t make these tragic mistakes with your retirement account when markets drop”

Name: Holly Johnson Business InsiderCategory: Business and Finance

Email: [email protected]

Media Outlet: Business Insider

Deadline: 12:00 PM EST – 22 June

Query: I have a media request for Business Insider and I am hoping to
speak with FINANCIAL ADVISORS only.

This is the headline of the piece: “Don’t make these tragic
mistakes with your retirement savings when markets drop”

Examples of mistakes we want to include can be anything from
stopping contributions to changing an investment allocation,
taking retirement money to cash, etc.

Here are my questions:

1. Please share your credentials. 2. What are some of the
biggest mistakes people make with their retirement accounts when
markets are down? What should they do instead? 3. What is your
one piece of advice for retirement savers who are worried about
seeing their balances drop?

Requirements:

Financial advisors only

Financial Experts: How To Maintain Confidence Investing With The Markets In Turmoil

Name: Holly Johnson Forbes.comCategory: Business and Finance

Email: [email protected]

Media Outlet: Forbes.com

Deadline: 7:00 PM EST – 21 June

Query: I am gathering quotes for a piece with this headline: How To
Maintain Confidence Investing With The Markets In Turmoil

Obviously, the stock market is down over 20% for 2022 so far.
How can regular investors and retirement savers stay on track
with their goals without letting fear or FOMO stand in their way.

We are only seeking responses from FINANCIAL ADVISORS. Please do
not reply unless you’re a credentialed advisor.

1. Please share your credentials. 2. How can retirement savers
focus on their long-term during times of market turmoil? 3. What
should investors keep in mind right now? 4. What mistakes should
investors avoid during times or market turmoil? 5. Is there
anything else you would like to add?
Requirements: Financial advisors only

6.17.22

CPA/FINANCE EXPERT: A 457 versus a 403(b) for retirement savings

Name: Rachel Hartman U.S. News & World ReportCategory: General

Email: [email protected]

Media Outlet: U.S. News & World Report

Deadline: 8:00 PM EST – 23 June

Query: For a piece that compares a 457 account with a 403(b), I’m
interested in hearing about the similarities and differences
between the two, along with if it’s possible to have both
accounts. Any insight on how to choose between the two accounts
would be helpful too. Thanks

6.16.22

Finance Experts: What money myths do we hear all the time—but can actually hold you back from getting rich?

Name: Joe Trussell HvTimesCategory: General

Email: [email protected]

Media Outlet: HvTimes

Deadline: 7:00 PM EST – 22 June

Query: We’ve all heard them–money myths that seem to circulate
endlessly and keep us from achieving our financial goals. But
are they true? In this interview, we debunk some of the most
common money myths and explore how they can actually hold you
back from getting rich.

HvTimes magazine is looking for business owners, entrepreneurs,
managers, executives, founders, etc. to answer ONE specific
question:

What money myths do we hear all the time–but can actually hold
you back from getting rich?

Here’s how the process works: Step 1 – You answer the question
Step 2 – Our editorial team compiles ALL your answers into one
huge informative article Step 3 – The article is published on
our website – www.hvtimes.com within the next 2-3 weeks
(depending on the number of submissions, most likely the article
will be published earlier) Step 4 – We email you the article URL

P.S – This is 100% FREE OF CHARGE WITH NO OPTION TO PAY FOR
ANYTHING. ARTICLE WITH YOUR ANSWERS WILL BE PUBLISHED AS SOON
AS POSSIBLE AND YOU WILL BE CREDITED FOR YOUR CONTRIBUTION

6.10.22

FINANCE EXPERTS: Searching for Realtors to comment on Stigmatized properties and Condemnations

Name: Emily Isaacs NeighborWhoCategory: General

Email: [email protected]

Media Outlet: NeighborWho

Deadline: 7:00 PM CST – 10 June

Query: I’m searching for a realtor to comment on each of the following
two article pieces. I have included subtopics which realtors may
be comfortable speaking to. Please choose one or two of the
subtopics and share your thoughts, would appreciate your
expertise!

Article 1) Stigmatized Properties What is a stigmatized
property? Do you have to disclose stigmatized property? Is
stigmatized property cheaper? Buying and selling stigmatized
property: Should you? Article 2) Condemnation Real Estate
Definition What is condemnation in real estate? How to find out
if a property is condemned? Inverse condemnation: What’s the
difference? What happens when property is condemned?
Requirements: I’m searching for a realtor to comment on stigmatized and
condemnation properties and share their insight with our readers

FINANCE EXPERTS: How much student loan debt can you afford?

Name: Heather Taylor GOBankingRatesCategory: Business and Finance

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 7:00 PM EST – 10 June

Query: Before enrolling in a university, how can students calculate how
much student loan debt they can afford to take out? What
expenses do students need to factor into a loan, like tuition,
dorms, meal plans, and book fees? Are there any other estimated
expenses to be aware of? Beyond loans, what are other possible
sourcing for financing higher education such as applying for
scholarships or grants?
Requirements: Seeking insight from financial professionals, certified student
loan professionals, and any other credentialed professionals
that feel they may speak on the subject. Please include your
name, pronouns, company name and/or credentials, title, and
website when responding. Please respond only through HARO.

Financial Advisors/CPA: how financial strategies should change to prepare for a recession

Name: Jennifer Glantz Business InsiderCategory: General

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 10 June

Query: Looking for a finanical advisor (CFA, CFP, CPA only) to share
how a persons: -Investing -Retirement -And personal savings

Strategy should change to prepare for a potential recession.

Please share 1-2 changes and tips for each of those categories
in reply email.

Requirements: MUST BE CFP, CPA, CFA

——————————————————————————————————–
Financial Advisors/CPA: Mistakes You Can Make When Recession-Proofing Your Finances, According to a Financial Advisor

Name: Jennifer Glantz Business InsiderCategory: General

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 10 June

Query: Looking for a finanical advisor (CFA, CFP, CPA only) to share
mistakes You Can Make When Recession-Proofing Your Finances.

Please share 1-2 mistakes and how those can be avoided in reply
email.

Requirements: MUST BE CFP, CPA, CFA

——————————————————————————————————–
Financial Advisors/CPA: Share Recession-Proof Passive Income Streams to Consider

Name: Jennifer Glantz Business InsiderCategory: General

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 10 June

Query: Looking for Financial Advisors to Share Recession-Proof Passive
Income Streams to Consider

Please share 1-2 passive income streams that are recession proof
and how a person can start in reply email.
Requirements:

MUST BE CFP, CPA, CFA

6.8.22

CPAs

Name: Luke O’Neill RampCategory: Business and Finance

Email: [email protected]

Media Outlet: Ramp

Deadline: 10:00 PM EST – 16 June

Query: I need to connect with CPAs for upcoming articles about audit
trails and the GAAP. Please drop me your details and
accreditations, if interested.
Requirements: Only looking to connect with the right sources at this stage.
I’ll provide questions for week of June 14 when we connect.

6.2.22

FINANCE EXPERTS: When can you purchase a home after bankruptcy?

Name: Erik Martin Home.comCategory: General

Email: [email protected]

Media Outlet: Home.com

Deadline: 1:00 PM EST – 3 June

Query: Hello. My name is Erik Martin, freelance writer for Fairway
Mortgage and its page www.Home.com website. I’m seeking to
interview credit experts, personal finance professionals, debt
experts, attorneys, and other professionals for the following
story (no lenders, please):

Can you purchase a home after bankruptcy? This story will
explain if and when you are allowed to purchase a home following
bankruptcy, how it works, how long you have to wait, how to
rebuild your credit after bankruptcy, and more.

I can only accept written responses to the following questions
(below), by no later than noon central, Friday, June 3, 2022.
Please contact me if you’d like to participate, but only if you
are a U.S.-based subject matter expert working in this field who
has expertise with this topic I’m writing about (this publisher
also does not allow me to interview mortgage lenders/brokers).

QUESTIONS: 1. What are the rules on purchasing a home following
bankruptcy? Is this allowed, and if so, how long after
bankruptcy can you purchase a home? 2. Are there differences in
homebuying eligibility after Chapter 7 or Chapter 13 bankruptcy?
What are the rules here, and how long you have to wait for each
type? 3. What are the minimum wait periods to purchase a home
after bankruptcy for each of the following loan types: (a)
conventional loans; (b) FHA loans; (c) VA loans; (d) USDA loans;
(e ) any others? 4. Why are these purchase wait time rules in
place? Is this meant to punish those who seek bankruptcy, or is
it actually in their best interests to wait a minimum period
after bankruptcy to purchase a home? 5. Once the wait period has
elapsed and you attempt to purchase a home, what will you need
to do to purchase a home? Are there any steps you will need to
take? 6. After the wait period has elapsed, what can you expect?
Will it be more difficult to obtain mortgage loan financing even
this long after bankruptcy? Will you have to disclose to the
seller or lender that you previously declared bankruptcy? Will
mortgage interest rates be higher for you? 7. What is your
advice to someone who is considering purchasing a home following
bankruptcy? What should they consider carefully or even avoid
before committing to a home purchase following bankruptcy, even
if they are patient and can wait out the time required? 8. How
can you rebuild your credit after bankruptcy? What do you
recommend here? 9. What resources can you suggest to readers to
find help and build money skills to avoid future bankruptcy? 10.
How long after a chapter 7 bankruptcy can you purchase a home
with an FHA loan? 11. Any other thoughts, tips, or ideas? 12.
What is your full name, title, company, city/state location, and
email address?

Erik Martin [email protected]

FINANCE EXPERTS: Understanding shared equity/home equity investments

Name: Erik Martin The Mortgage ReportsCategory: General

Email: [email protected]

Media Outlet: The Mortgage Reports

Deadline: 5:00 PM EST – 3 June

Query: Hello. My name is Erik Martin with The Mortgage Reports website
(www.themortgagereports.com). I’m looking to interview investing
experts, housing/real estate industry experts, lending
professionals, mortgage lending experts, financial planners,
CPAs, real estate faculty, attorneys, and other professionals
for the following story: Understanding home equity
investments/shared equity investments. This story will explain
what a home equity investment (HEI)/shared equity investment is,
how they work, understanding equity sharing agreements, the pros
and cons of home equity investments, and more. Note: This
investment strategy allows homeowners to tap into their equity
by allowing interested parties to pay for a stake in the future
appreciation of your property. Unlike shared appreciation
mortgages, home equity investments take place after the purchase
of your home and typically carry no interest. Instead, investors
pay a lump sum to homeowners based on the current equity accrued
in the property (more details at https://tinyurl.com/heiinfo22).
I can only accept full-sentence written responses (which I can
use as quotes) for this article. My deadline for written answers
to these questions is 4 p.m. central, Friday, June 3, 2022.
Please contact me if you’d like to participate, but only if you
are a U.S.-based professional working in this field who has
expertise with this topic I’m writing about.

QUESTIONS: 1. Please explain what a home equity investment (also
called a shared equity investment) is and how it works. 2.
Please provide a hypothetical example, with math and details, as
to how someone can benefit from a home equity investment. 3.
Who’s a good candidate for pursuing a home equity investment and
why? 4. What are the pros and cons/risks of pursuing a home
equity investment, especially compared to a: (a) cash-out
refinance; (b) home equity loan; (c) HELOC; (d) reverse
mortgage? When do you recommend any of these instead of a home
equity investment? 5. What kinds of returns can investors
reasonably expect with a home equity investment and over what
periods? 6. Who offers home equity investments? Where should
readers shop for this? 7. What should readers consider carefully
or even avoid before committing to a home equity investment? 8.
Any other thoughts, tips or suggestions on this topic? 9. What
is your full name, title, company, city/state location, and
email address?

Erik Martin [email protected]

Financial Experts – Investors – PE – needed for inclusion in a book.

Name: Cliff Locks BookCategory: General

Email: [email protected]

Media Outlet: Book

Deadline: 7:00 PM EST – 3 June

Query: Hello. I am the founder and president of a strategy and
operations management consulting firm interviewing experts on a
podcast for inclusion in a book focusing on private equity and
real estate funds, developments and trends shaping the industry,
and how younger generations can responsibly manage inherited
wealth. Look forward to hearing from you! The book will be
published by BMD publishing with an expected release date of
third quarter 2022.

Requirements: Financial experts with a focus on private equity and real estate
funds.

Financial Experts in Real Estate and Private Equity Investing

Name: Cliff Locks BookCategory: General

Email: [email protected]

Media Outlet: Book

Deadline: 7:00 PM EST – 3 June

6.1.22

Financial Experts – needed for inclusion in a book.

Name: Cliff Locks BookCategory: Biotech and Healthcare

Email: [email protected]

Media Outlet: Book

Deadline: 7:00 PM EST – 3 June

5/27/22

FINANCIAL EXPERT – How To Tell If You’re Being Financially Gaslit

Name: Lauren Vinopal MEL MagazineCategory: Lifestyle and Fitness

Email: [email protected]

Media Outlet: MEL Magazine

Deadline: 7:00 PM EST – 30 May

Query: Looking for economists, financial counselors, planners, and
coaches, as well as psychologists and couples therapists about
the warning signs that someone is being gaslit with their
finances and what they can do about it to restore their
perception of reality and control of their money.
Requirements: Economists, financial counselors, planners, and coaches, as well
as psychologists and couples therapists and other experts.

5/25/22

Personal Finance Expert/Accountant – for story about saving receipts

Name: Juliana LaBianca Best LifeCategory: Lifestyle and Fitness

Email: [email protected]

Media Outlet: Best Life

Deadline: 7:00 PM EST – 25 May

Query: Hello! I’m working on a story about why you should save certain
receipts and would love a personal finance expert or
accountant’s insights. My questions are:

Which receipts should you save for tax purposes? Why?

Whhich receipts should you save for warranties? Why?

Which receipts should you save for returns/exchanges? Why?

Are there any other circumstances in which you should save the
receipt? Which circumstances? Why? (I’d love a line or two about
each circumstance).

5/24/22

FINANCIAL EXPERTS: Home equity loan vs. 401(k) loan
Category: General

Email: [email protected]

Media Outlet: Anonymous

Deadline: 3:00 PM EST – 26 May

Query: Seeking experts to discuss the differences between a home equity
loan and 401(k) loan and their advice for prospective borrowers
in a quick phone interview this week.
Requirements: Please let me know your expertise in this topic and your
availability for a 15-20 minute phone interview this Wednesday
or Thursday. Late morning/early afternoon EST is preferable.
Thanks!

5/23/22

FINANCIAL EXPERTS: financial habits that can improve your relationships

Name: Heather Taylor GOBankingRatesCategory: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 3:00 PM EST – 24 May

Query: What are some everyday or common financial habits that can
improve your relationships? Why is it important to get into
these habits to keep relationships solid? I’m looking for
examples that pertain to individuals in romantic relationships,
such as being honest about making an expensive purchase or
transparent about the amount of debt they may carry, as well as
habits that can improve relationships with friends and members
of your family (such as not asking to borrow money and never
repaying it).
Requirements: Seeking insight from financial professionals including financial
advisors, financial planners, financial therapists, etiquette
experts, and any other professionals that feel qualified to
speak on this subject. Please include your name, pronouns,
company name and/or credentials, title, and website when
responding. Please respond only through HARO.

5/13/22

FINANCIAL EXPERT: Dealing with Debt in Retirement
Chris Casacchia Finance America Reverse
Category: General

Email: [email protected]

Media Outlet: Finance America Reverse

Deadline: 10:00 PM EST – 22 May

Query: I’m working on tight deadline on a story on handling various
types of debt in retirement. Looking for comments/ explanations/
overviews of the overall debt problem among retirees or those
nearing retirement, as well types of debt (credit cards, student
loans, mortgage); and what makes the situation different from
the past. Bulk of story will focus on strategies to help
retirees deal with debt, specific methods to deal with debt and
special programs/ products available to retirees and not the
general public, like reverse mortgages, social security etc. The
audience is general retirees, likely on fixed-income with not
much savings.
Requirements: Looking to speak with nationwide U.S. sources on the topic,
particularly financial planners, advisors, academics and other
wealth experts who can provide sound advice and tips. The
article will be one of many in the pipeline to build educational
and practical content for retirees and those nearing retirement.
Email responses suffice, and I will also send follow-up
questions and/or interview requests. Please include official
title, name of company, where source is based, where business is
based, core services offered, and a sentence or two on source
expertise on the matter. Thanks, Chris.

FINANCIAL EXPERT: Financial struggle/success story after death of spouse or divorce needed for podcast

Name: Barbara Norman BookCategory: General

Email: [email protected]

Media Outlet: Book

Deadline: 7:00 PM EST – 13 May

Query: Do you have a financial struggle or success story to tell? Did
this story happen after you were widowed or divorced? I am a
financial advisor in San Diego CA and I would like to interview
you for a podcast I host on finance and overcoming financial
challenges. Additionally, I am under contract with BMD
Publishing for a book based on the podcast, which your interview
may be considered for inclusion
Requirements: financial, divorce, death of partner, death of spouse

Financial Expert: Generational wealth expert needed

Name: Barbara Norman BookCategory: General

Email: [email protected]

Media Outlet: Book

Deadline: 7:00 PM EST – 13 May

Query: Are you a generational wealth expert? Do you work with people
looking to protect their grandchildren, and give them the wisest
possible assets? I am a financial advisor in San Diego CA and I
would like to interview you for a podcast I host on finance and
overcoming financial challenges. Additionally, I am under
contract with BMD Publishing for a book based on the podcast,
which your interview may be considered for inclusion

5/9/22

FINANCE EXP ERTS: Building Finance Teams

Name: Luke O’Neill CledaraCategory: Business and Finance

Email: [email protected]

Media Outlet: Cledara

Deadline: 2:00 AM EST – 10 May

Query: I need quotes from Chief Financial Officers and Heads of Finance
about developing finance teams. Here are the questions: 1.
What are the top 2-3 competencies for growing finance teams at
scale-ups? How have you made sure you team has these
competencies? 2. How can CFOs develop their own roles in
scaleups? 3. How can tech/software support the competencies
you identified? Give an example. 4. What hard-earned lesson
have you learned about finance team formation and performance?

Requirements:

Sources must have current finance job titles, such as CFO, Head
of Finance, Finance Director, or Financial Controller.

Financial Advisors: Share How You Can Retire as a Millionaire if You Make Under $100,000 a Year

Name: Jennifer Glantz Business InsiderCategory: Business and Finance

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 9 May

Query: Looking for Financial Advisors to share How You Can Retire as a
Millionaire if You Make Under $100,000 a Year. Please share 2-3
actionable and practical tips.

MUST BE A CFA, CFP, CFA

Requirements: MUST BE A CFA, CFP, CFA

Financial Advisors: Share How to Manage Risk if You Want to Retire Early as a Millionaire

Name: Jennifer Glantz Business InsiderCategory: Business and Finance

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 9 May

Query: Looking for financial advisors to share what a person can do to
manage risk if they want to retire early as a millionaire.
Please share 2-3 actionable tips.

Requirements:

MUST BE A CFA, CFP, CFA

Financial Advisors: Share What Mistakes to Stop Making Now to Retire Early

Name: Jennifer Glantz Business InsiderCategory: Business and Finance

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 9 May

Query: Looking for financial advisors to share mistakes that people
need to stop making ASAP if they want to retire early as a
millionaire.

Share 2-3 mistakes and how people can stop making those mistakes

MUST BE A CFA, CFP, CFA

Requirements:

MUST BE A CFA, CFP, CFA

CRYPTO EXPERT: Business and Finance

Email: [email protected]

Media Outlet: NextAdvisor

Deadline: 7:00 PM CST – 11 May

Query: NextAdvisor in partnership with TIME is looking for credit and
crypto experts to advise on our article about crypto credit
cards, how they compare to rewards credit cards, and what’s in
store for them in the future.

Contributors will be fully credited with a chance to link back
to their online assets.

Audio interviews will be conducted over Zoom. Please, indicate
two or three 15-minute time slots when you’d be available to
talk.

Thank you for your consideration!

Ana Staples Freelance Contributor NextAdvisor, in partnership
with TIME
Requirements: Currently, we are not seeking interviews with experts associated
with payday loan companies, as well as credit repair or debt
settlement companies.

5/5/22

Financial Experts – healthy habits experts swear by

Name: Heather Taylor GOBankingRatesCategory: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 8:00 PM EST – 5 May

Query: There are habits you can use to build wealth and start a savings
or retirement account, but let’s go back to basics of money
management. What are the simplest, most straightforward
financial habits that have the greatest impact in your life and
why? Looking for a wide range of responses and out of the box
replies are welcome!
Requirements: Seeking insight from financial professionals including financial
advisors, financial planners, financial therapists, life
coaches, and any other professionals that feel qualified to
speak on this subject. Please include your name, pronouns,
company name and/or credentials, title, and website when
responding. Please respond only through HARO.

FINANCIAL PLANNER: How to handle student debt in retirement

Name: Chris Casacchia Finance of America ReverseCategory: General

Email: [email protected]

Media Outlet: Finance of America Reverse

Deadline: 10:00 PM EST – 13 May

Query: I’m working on tight deadline on a story on handling student
debt in retirement. Looking for comments on potential solutions,
including student loan forgiveness programs, income-driven
repayment plans, transferring debt to the child or grandchild,
refinancing the debt, or paying off the debt via a reverse
mortgage or other home equity extraction tool. The audience is
general retirees, likely on fixed-income with not much savings.
Requirements: Looking to speak with nationwide U.S. sources on the topic,
particularly financial planners, advisors, academics and other
wealth experts who can provide sound advice and tips. The
article will be one of many in the pipeline to build educational
and practical content for retirees and those nearing retirement.
Email responses suffice, and I will also send follow-up
questions and/or interview requests. Please include official
title, name of company, where source is based, where business is
based, core services offered, and a sentence or two on source
expertise on the matter. Deadline is one week Thanks, Chris.

CPA/CDFA – How to Prepare for a Divorce If You Are Retired

Email: [email protected]

Media Outlet: Authority Magazine/Medium
Deadline: Tuesday, May 10th
Query: How does a person prepare to go through a divorce if they are planning to retire “OR” they are retired.

5/4/22

Personal Finance Experts – to provide their expertise on day trading

Category: Business and Finance

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 5 May

Query: I’m looking for financial experts to contribute their expertise
on an upcoming article on day trading. The question is: What are
some of the risks connected with forex trading and how can
traders avoid them? Contributors will be referenced accordingly.
Requirements: I’m looking for financial experts with expertise on Forex
trading to contribute.

CPA/FINANCIAL EXPERT: 10 Ways To Make Budgeting Fun

Name: Nicole Spector Yahoo NewsCategory: Business and Finance

Email: [email protected]

Media Outlet: Yahoo News

Deadline: 3:00 PM EST – 4 May

Query: Hello!

For a story that will run on Yahoo Finance, I am seeking expert
insight on ways to make budgeting fun. I am looking to hear from
finance and budgeting pros who work in the space. Maybe that
means you’re a CPA, or run a personal finance blog, or help busy
moms save. As long as you have some professional footing, you
qualify! But please don’t submit quotes if you say, run a site
called EasyPeopleSearch or something completely unrelated. 🙂

So, without further ado, please share your best budgeting tips
that make budgeting fun. What are they and why are they greta?
What can they help you do? I’m looking to highlight cool new
apps, projects you can do with kids, gaming, etc.!

If it’s fun and it helps you budget, I want to hear about it and
hopefully quote it. Thanks!

4/29/22

CPA/HOMEOWNERS: Looking for homeowners experiencing higher costs (insurance, property taxes, etc)

Name: Aly J. Yale Money MagazineCategory: General

Email: [email protected]

Media Outlet: Money Magazine

Deadline: 7:00 PM EST – 4 May

Query:

Seeking homeowners who have seen their insurance premiums
(flood, home), property tax, or other costs of ownership
increase this year.

MONEY/FINANCE EXPERT: Best money-saving tips
Category: General

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 2 May

Query: Hi, I’m working on two articles for MetLife’s financial wellness
app, Upwise, and I’m looking for money-saving insights in
several specific categories.

One article is focused on shopping (clothes, household goods,
etc.), car (maintenaince/gas), and food (dining out/groceries).
The other focuses on entertainment and travel.

Please share your top money-savings tips for a few of the
categories/subtopics, but only for one of the stories. Don’t
name specific brands/companies, though, as I’ll have to cut
those in editing anyway.

Additionally, please let me know your preferred title and
attribution/link for the article.

Thank you!

Requirements:

We’re ideally looking for influencers from the personal finance
space (i.e., a big following on at least one social media
channel). But please feel free to share tips if you have
relevant professional experience. Not necessarily a financial
advisor, but maybe you’re a financial therapist or created an
app that helps people save money on groceries or travel.

4/28/22

CPA/FINANCIAL EXPERT: How to retire in 10 years when you have limited savings

Name: Heather Taylor GOBankingRatesCategory: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 5:00 PM EST – 29 April

Query: If someone is nearing retirement age and is behind in savings,
what kinds of steps can they take to get ahead for retirement?
What are some scenarios that may account for savings falling
behind, such as using funds for emergencies or struggling with
excessive debt and bills? When retirement is a decade – or less
– away, what are the top financial moves you need to make to
prepare your savings accordingly and why?

Requirements: Seeking insight from retirement advisors, wealth advisors,
financial advisors, financial planners, and any other
credentialed financial professionals. Please include your name,
pronouns, company name and/or credentials, title, and website
when responding. Please respond only through HARO.

REAL ESTATE/FINANCIAL EXPERT: Best Commercial Real Estate Loans

Name: Taylor Townsend FortuneBuildersCategory: General

Email: [email protected]

Media Outlet: FortuneBuilders

Deadline: 7:00 PM EST – 28 April

Query: Than Merrill, CEO of the leading real estate education company
FortuneBuilders, is writing an upcoming story on the best
commercial real estate loans and looking for experts to answer
the following questions:

How do commercial real estate loans differ from their more
traditional counterparts? What advice would you give someone
looking to apply for their first commercial real estate loan?
Why do different types of commercial properties require
different types of commercial loans?
Requirements: Must be an experienced real estate investor, financial advisor,
or investing expert. No real estate agents or Realtors. Please
include your full name, title, and website for credit.

CPA/FINANCIAL EXPERT: How to retire in 10 years when you have limited savings

Name: Heather Taylor GOBankingRatesCategory: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 5:00 PM EST – 29 April

CPA: TK steps to take now to make tax filing easier next year

Name: Heather Taylor GOBankingRatesCategory: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 5:00 PM EST – 29 April

Query: This year’s Tax Day deadline might have come and gone, but how
can taxpayers begin preparing now to ensure filing next year is
easier? I’m interested in hearing 2-3 tips about steps you can
take now to ensure tax filing is easier in 2023 and why these
steps can make a big impact.
Requirements:

Seeking insight from tax professionals including accountants,
CPAs, and any other credentialed tax pros. Please include your
name, pronouns, company name and/or credentials, title, and
website when responding. Please respond only through HARO

4/26/22

Retirement Planning Expert

Name: Andrew Lisa GOBankingRatesCategory: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 7:00 PM EST – 26 April

Query:

Hello, I’m a writer working on an article for GOBankingRates, which —
through partnerships with MSN, AOL, and Yahoo — has the
potential to be seen by hundreds of millions of readers.

The article will explore ways that older adults can ease into
retirement gently instead of transitioning directly from
full-time work. Do some companies offer phased retirement?
Should retirees pursue part-time work on their own? Do
government or nonprofit programs exist to help with this sort of
thing? Are there other options they can explore?

We’re on a very short deadline and would need your responses by
tonight, but please feel free to be brief. Just a few sentences
on each of your thoughts is enough.

Please respond in full, quotable sentences. Please include your
full name and title. Please include a website or some other way
to verify your credentials.

Thanks and I look forward to hearing from you, Andrew Lisa
Requirements:

Please respond in full, quotable sentences. Please include your
full name and title. Please include a website or some other way
to verify your credentials.

Bankruptcy Attorney – What happens if you go bankrupt during or after a divorce? How do you prove that to the court? How does this impact child support/alimony (spousal support)

4/22/22

FINANCIAL PLANNER: Seeking a financial planner who works with six-figure earners

Name: Alani Asis Business InsiderCategory: Business and Finance

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 22 April

Query: I am looking for a financial planner who frequently works with
six-figure earners about money routines that keep them wealthy?
My DM’s are open. Much appreciated!

Requirements:

Name, title, company you work for, and contact information

FINANCIAL PLANNER/EXPERT: Interested in speaking to someone who saved $100k in a short amount of time
Name: Alani Asis Business Insider Category: Business and Finance

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 22 April

Query: If you or some you know saved $100k in a short period of time, I
would love to talk about some of the strategies you used to
achieve this financial feat. My DMs are open. You can also shoot
me an email at [email protected].

Requirements: Name, title, company you work for (if applicable), and, contact
information.

FINANCIAL PLANNER/EXPERT: Interested in speaking to someone who achieved a financial feat using an unconventional strategy

Name: Alani Asis Business InsiderCategory: Business and Finance

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 22 April

Query:

Hi, I am looking for someone who has overcome financial hardship,
earned a significant amount of money, or saved a significant
amount of money using an unconventional strategy (or
strategies).

Requirements: Name, title, company (if applicable), contact information, and a
brief summary about you and your money story.

FINANCIAL PLANNER/EXPERT: 6 Steps To Build A 24-Month Emergency Fund

Name: Nicole Spector Yahoo NewsCategory: Business and Finance

Email: [email protected]

Media Outlet: Yahoo News

Deadline: 3:00 PM EST – 22 April

Query:

Hello,

For a story that will run on Yahoo Finance, I am seeking
insights from wealth managers, CPAs, personal finance bloggers,
and other money experts.

The story is called:

6 Steps To Build A 24-Month Emergency Fund

Very recently we ran the following story (link here:
https://www.gobankingrates.com/saving-money/savings-advice/how-to-build-12-month-emergency-fund/)

It is important that this piece work as a sort of companion
piece to that one, meaning we don’t duplicate tips. At least not
too much! Also, as you think of this, can you say why a
2-year-emergency fund is important in these times?

Thanks and I look forward to hearing from you. Along with your
exclusive quotes, please send your full name, job title,
pronouns, and company website URL. Thanks!

Financial Planners/CPS/Money Experts: Weird Money Scenarios When You Are Just Getting By — And How To Handle Them

Name: Nicole Spector Yahoo News

Category: General

Email: [email protected]

Media Outlet: Yahoo News

Deadline: 3:00 PM EST – 22 April

Query: Hello, For a story that will run on Yahoo Finance, I am seeking
insights from wealth managers, CPAs, personal finance bloggers,
and other money experts.

The story is called: Weird Money Scenarios When You Are Just Getting By — And How To
Handle Them

Very recently we ran the following story (link here:
https://www.gobankingrates.com/money/wealth/awkward-scenarios-people-with-money-face-how-to-deal/)

This story will be super similar in structure and tone — but it
will look at the opposite situation: What weird stuff happens
when you are living paycheck to paycheck and how do you handle
it?

Thanks and I look forward to hearing from you. Along with your
exclusive quotes, please send your full name, job title,
pronouns, and company website URL. Thanks!

4/20/22

FINANCIAL PLANNERS: Student Loan Survey: Here’s What Borrowers Will Cut From Their Budget When Payments Resume

Name: Maddie Duley GOBankingRatesCategory: Business and Finance

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 10:00 AM PST – 20 April

Query: GOBankingRates conducted a survey and found that many student
loan borrowers will be making adjustments to their budgets when
payments resume in September. I am seeking financial planners
and advisors to share their insights on the best moves borrowers
can make when payments resume. Is it a good idea to take on a
side gig? Which ones can help keep up with payments? Should they
defer other debt repayments (i.e. credit card, mortgage, etc.)?
If so, which ones can they defer and why? What discretionary
expenses can they cut out? Should they consider cutting back on
long-term savings while they pay back student loans? Why or why
not?
Requirements: Must be a financial Advisor or Planner

————————————————————————————————

CPA: IRS Tax Extension Deadline

Name: Taylor Townsend WealthFitCategory: Business and Finance

Email: [email protected]

Media Outlet: WealthFit

Deadline: 5:00 PM PST – 21 April

Query: Experts at WealthFit, the leading educators in financial and
entrepreneurial education, are writing an upcoming story on an
IRS Tax Extension Deadline and looking for experts to answer the
following questions:

What is an IRS tax extension? Who is an IRS tax extension
available to? How do you get an IRS tax extension?
Requirements: Investing experts or financial experts are preferred. Please
include your full name, title, and website for credit.
——————————————————————————————————–

CPA: Filing Business Personal Property Taxes
Category: Business and Finance

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 21 April

Query: Seeking a qualified tax expert who can speak to us on filing
business personal property taxes throughout their career.

Requirements: Please include your name, title, and website link so we can give
you credit if we use your response. Also submit your
background/bio so I know you are a credible resource. Thanks so
much.

——————————————————————————————————–
CPA: Managing or being part of a corporate tax team/department

Category: Business and Finance

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 21 April

Query: We want to interview someone who has experience either managing
or being part of a corporate tax team/department.
Requirements: Please include your name, title, and website link so we can give
you credit if we use your response. Also submit your
background/bio so I know you are a credible resource. Thanks so
much.

————————————————————————————————–
CPA: Need Music/Psychology Experts for Vital Proteins Story!

Name: Sarah Kester vital proteinsCategory: Lifestyle and Fitness

Email: [email protected]

Media Outlet: vital proteins

Deadline: 7:00 PM EST – 22 April

Query: Working on an article on “relaxing music” for Vital Proteins.

Looking for experts to answer these questions for the article:

What is relaxing music?

What are the benefits of relaxing music?

Can relaxing music help you focus (ie study, work etc)?

How can relaxing music help your bedtime routine?

You may pitch your qualifications for consideration or answer
questions directly for consideration to be included/quoted in
the article. Thank you!

FINANCIAL EXPERT: Seeking a financial expert familiar with student loans and credit health

Name: Courtnee James NurseJournalCategory: Business and Finance

Email: [email protected]

Media Outlet: NurseJournal

Deadline: 7:00 PM EST – 20 April

Query: We’re writing a piece to offer tips to nursing students paying
off student loans with regards to their credit health. Seeking a
financial expert familiar with student loans and credit health
to answer some questions and offer advice.

Requirements: financial expert familiar with student loans and credit health

FINANCIAL EXPERT: Seeking a finance expert or nursing student/graduate familiar with private and federal loans

Name: Courtnee James NurseJournalCategory: Business and Finance

Email: [email protected]

Media Outlet: NurseJournal

Deadline: 7:00 PM EST – 20 April

Query: We’re writing a piece on the pros and cons of private vs.
federal loans aimed towards aspiring nursing students who want
to learn more about paying for school. Seeking financial experts
or nurses/nursing students dealing with student loans to answer
some questions and offer advice.

Requirements:

Financial aid officer or finance expert familiar with private
and federal loans, or a nursing student/graduate who is dealing
with paying off student loans

4/18/22

FINANCIAL EXPERTS:
44) Summary: Can you build wealth without using your company 401(k)?

Name: Heather Taylor GOBankingRatesCategory: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 4:00 PM EST – 19 April

Query: If you don’t work for a company that offers a 401(k) or are a
freelancer who may not necessarily have access to this option,
what are some of the ways you can build wealth without using a
company 401(k)? What are some other ways you can save for
retirement and build wealth that don’t include using a 401(k)
such as opening a Roth IRA or getting a SEP-IRA? Is it possible
to save for retirement and build your wealth even without a
company 401(k)?
Requirements: Seeking insight from financial experts including financial
advisors, financial planners, financial therapists, and any
other credentialed financial professionals. Please include your
name, pronouns, company name and/or credentials, title, and
website when responding. Please respond only through HARO.

FINANCE EXPERT: Seeking expert in the financial services industry to discuss impacts of COVID, economic outlook, HR

Name: Jenni Gray CisiveCategory: Business and Finance

Email: [email protected]

Media Outlet: Cisive

Deadline: 11:00 PM EST – 20 April

Query: Cisive is seeking an expert in the financial services industry.
We are developing a white paper for our HR and
talent-acquisition audience in financial services.

What have been the top 5 impacts of COVID-19 on the financial
services industry?

What is the current economic outlook in financial services?

What are some notable regulatory changes in financial services
that HR should know?

What are some key talent acquisition/management challenges
facing the financial services industry over the next two years?
Requirements: Financial services industry expert, preferably knowledgeable
about HR/talent acquisition & management.

4/14/22

CPA: Corporate Tax Teams/Departments – Please read!
Category: Business and Finance

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 15 April

Query: Seeking a qualified tax expert who can speak to us on managing
or being part of a corporate tax team/department.

——————————————————————————————————–
CPA: Filing Business Personal Property Taxes
Category: Business and Finance

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 15 April

Query: Seeking a qualified tax expert who can speak to us on filing
business personal property taxes throughout their career.

——————————————————————————————————–
CPA: Tax Tech to Help Daily Tax Functions (Corporate)
Category: Business and Finance

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 15 April

Query:

Seeking a qualified tax expert who can speak to us on using tax
technology to help with daily tax functions within a corporate
setting.

Requirements:

Please include your name, title, and website link so we can give
you credit if we use your response. Also submit your
background/bio so I know you are a credible resource. Thanks so
much.

4/12/22

FINANCIAL EXPERTS: How to purchase a home using all cash

Name: Erik Martin CTW FeaturesCategory: General

Email: [email protected]

Media Outlet: CTW Features

Deadline: 1:00 PM EST – 15 April

Query: Hello. My name is Erik Martin, and I am a reporter for Real
Estate Weekly, a nationally syndicated section published weekly
in newspapers across the country (visit
https://tinyurl.com/ctwfeatures21 for samples). I’m looking to
interview mortgage lenders, financial experts, real estate
faculty, real estate agents, and other experts for the following
story:

Why cash is king in this housing market: How to purchase a home
using cash. This story will examine the pros and cons of buying
a home mostly or fully with cash, good candidates, what to avoid
and be careful about, and more.

I can only accept written responses (full sentences that I can
use as quotes) via email to the following questions. My deadline
is noon central, Friday April 15, 2022. Please contact me if
you’d like to participate, but only if you are a U.S.-based
professional working in this field who has expertise with this
topic I’m writing about.

QUESTIONS: 1. Please explain what a cash transaction is when
purchasing a home and how it works. 2. How is cash typically
transacted – by making a bank account transfer? Are actual
dollar bills ever brought to the transaction in a home purchase?
3. What are the pros and cons of purchasing a home using cash?
4. Who are good candidates for purchasing a home using cash and
why? 5. Please explain the steps involved, in order, with
purchasing a home using cash only. 6. Are there ever any
scenarios/instances in which you would not recommend purchasing
a home using cash? 7. Is it better to finance a home and use
that available cash to invest, which could yield a higher rate
of return on your money? What are the pros and cons of this
strategy? 8. How long does the home purchase/transaction take if
you are purchasing with all cash – how much faster does the
process take, and how does closing work? 9. What are some things
readers should be careful about or even avoid before committing
to a cash purchase of a home? 10. Any other thoughts, tips, or
suggestions on this topic? 11. What is your full name, title,
company, city/state location, and email address?

4/11/22

Financial Advisors, Personal Finance Experts

Name: Cynthia Measom GOBankingRatesCategory: Business and Finance

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 7:00 PM EST – 11 April

Query: What is it important to have an emergency fund?

Why might a 12-month emergency fund be necessary?

Saving enough for a 12-month emergency fund is no easy task;
what are some solid steps to help someone successfully achieve
this goal in a reasonable amount of time?
Requirements: Financial advisors or personal finance experts. If you don’t
advise people professionally about their finances, please do not
reply. I will not be able to use your comments.

4/6/22

CPA: Need experts: Do you have to pay back Medicaid if you inherit money?

Name: Erik Martin Insurance.comCategory: General

Email: [email protected]

Media Outlet: Insurance.com

Deadline: 1:00 PM EST – 8 April

Query: Hello. My name is Erik Martin (more about me at
martinspiration.com), writer with Insurance.com. I’m looking to
interview Medicaid experts, insurance industry professionals,
attorneys, personal-finance experts, and other professionals for
the following story:

Do you have to pay back Medicaid if you inherit money? This
story will explore what’s involved if you inherit money and
currently have Medicaid or have had it in the past.

Below is a list of questions I’m seeking answers to. I can only
conduct email interviews (please email me back full-sentence
written responses that I can use as quotes). My deadline is noon
central, Friday, April 8, 2022. Please contact me if you’d like
to participate, but only if you are a U.S.-based professional
working in this field who has expertise with this topic I’m
writing about.

QUESTIONS: 1. Can you lose Medicaid because of an inheritance?
Please explain the details and who is vulnerable here. 2. Can
Medicaid take away an inheritance? What are the rules here? 3.
Overall, when are you required to pay back Medicaid benefits,
whether or not you inherit money? 4. Is inheritance considered
income for Medicaid? Please explain. 5. Please provide detailed
tips on how to protect inheritance money/assets when you are
preparing to go on Medicaid. What best strategies should readers
follow here? 6. What recommendations do you suggest if you are
on Medicaid and you inherit money? 7. Any other thoughts, tips,
or suggestions on this topic? 8. What is your full name, title,
company, city/state location, and email address?

Erik Martin [email protected]

LOAN/FINANCIAL EXPERT: Need experts: Understanding how USDA home loans work

Name: Erik Martin Bills.comCategory: General

Email: [email protected]

Media Outlet: Bills.com

Deadline: 1:00 PM EST – 8 April

Query: Hello. My name is Erik Martin with www.Bills.com. I’m looking to
interview lending professionals, USDA home loan professionals,
finance experts, financial planners, real estate experts,
attorneys, and other experts for the following story that will
publish on its website soon:

Understanding how USDA home loans work. This article will
explain what a USDA loan is, how it works, who can qualify, and
more.

I can only accept full-sentence written responses (which I can
use as quotes) for this article. My deadline for written answers
to these questions is noon Central, Friday, April 8, 2022.
Please contact me if you’d like to participate, but only if you
are a U.S.-based professional working in this field who has
expertise with this topic I’m writing about.

QUESTIONS: 1. Please explain what USDA loan is and how it works.
2. Why is this loan also called a Rural Development loan/Section
502 loan? 3. What are USDA loan requirements (e.g., minimum
credit score, maximum DTI, minimum down payment, what eligible
properties, income eligibility, etc.)? Who qualifies for this
type of financing? 4. Who are good candidates for pursuing a
USDA loan and why? 5. What are the pros and cons of a USDA loan?
6. Please explain if/when mortgage insurance is required for a
USDA loan, and how mortgage insurance works. 7. How does a USDA
loan compare to each of the following: a. FHA loan b. VA loan c.
Conventional loan 8. Who offers USDA home loans, and How can
someone apply for a USDA home loan? 9. Any other advice you’d
like to offer readers on this topic? 10. What is your full name,
title, company, city/state location, and email address?

Erik Martin [email protected]

FINANCIAL EXPERTS: Seeking experts (esp CONSULTANTS) with financial services expertise to discuss digital-first banking

Name: Sylvie Tremblay American ExpressCategory: General

Email: [email protected]

Media Outlet: American Express

Deadline: 7:00 PM EST – 15 April

Query: Hi there! I’m putting together an article on digital-first
banking — how this “trend” is here to stay, why it appeals to
so many consumers, and why financial institutions should make
this part of their business strategy.

I’d like to connect with experts with expertise in financial
services who can speak to this trend. The ideal SME would be an
economist or journalist who covers financial services trends, or
someone in consulting who works with FS clients.

Please be available for a brief call sometime the week of April
18, or able to answer 4-5 questions via email.
Requirements: This will focus on the US market so expert should be US based or
have expertise in US financial services.

4/5/22

FINANCE EXPERT ON SECOND MARRIAGES: People willing to speak about dealing with adult children in second marriage needed for podcast

Name: Barbara Norman BookCategory: General

Email: [email protected]

Media Outlet: Book

Deadline: 7:00 PM EST – 6 April

Query: Are you professionally involved in helping people in second
marriages? Have you heard stories about the financial
implications of adult children in second marriages? I am a
financial advisor in San Diego CA and I would like to interview
you for a podcast I host on finance and overcoming financial
challenges. Additionally, I am under contract with BMD
Publishing for a book based on the podcast, which your interview
may be considered for inclusion.

Requirements: second marriage, adult children, finance

Financial Experts: Experts in Second Marriage Wealth Dissimilarities Needed

Name: Barbara Norman BookCategory: General

Email: [email protected]

Media Outlet: Book

Deadline: 7:00 PM EST – 6 April

Query: Are you professionally involved in helping people on their
second marriages with their finances? Are you willing to talk
about the implications of dissimilar levels of wealth in second
marriages? I am a financial advisor in San Diego CA and I would
like to interview you for a podcast I host on finance and
overcoming financial challenges. Additionally, I am under
contract with BMD Publishing for a book based on the podcast,
which your interview may be considered for inclusion.
Requirements: second marriage, finance

CPA: Do Accountants See Red Flags in a Relationship While Doing Taxes?

Name: Quinn Myers MEL MagazineCategory: General

Email: [email protected]

Media Outlet: MEL Magazine

Deadline: 8:00 PM EST – 6 April

Query: While sifting through people’s financial statements, what could
an accountant see that would point to a red flag or sign of
dissonance/trouble in a married couple or family?
Requirements: CPA, tax professional, accountants, former accountants

4/4/22

Financial Planners: Can I afford to quit my job?

Category: General

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 5 April

Query: I’m writing an article about how to know when you could afford
to quit your job. I was hoping that financial planners and other
experts on this topic could answer the following questions for
my story: * How can you determine if you can financially afford
to quit your job? * What other considerations should you make
before quitting (for example, health insurance, emergencies,
etc.)? * What advice would you give to someone who was thinking
of quitting their job? * What’s your full name, job title and
where are you based? Thanks!

CPA/FINANCIAL EXPERT: After 55 withdrawals from a 401k

Name: Rachel Hartman USNewsCategory: General

Email: [email protected]

Media Outlet: USNews

Deadline: 8:00 PM EST – 6 April

Query: For a story that looks at making withdrawals from a 401k after

the age of 55, I’m looking for information regarding what the
Rule of 55 is, how it can be applied, and what factors to
consider with the rule, such as your age, financial situation,
and employment plans. Any insight on the pros and cons to
consider as well would be helpful. Thanks!

TAX EXPERT: Writer seeks tax expert

Name: Andrew Lisa GOBankingRatesCategory: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 7:00 PM EST – 4 April

Query:

Hello, I’m a writer working on an article for GOBankingRates, which —
through partnerships with MSN, AOL, and Yahoo — has the
potential to be seen by hundreds of millions of readers.

The article will answer the following questions for taxpayers
who might be disorganized or prone to procrastination:

1. What should people do if they realize at the last minute that
they need professional help with their taxes? Are there
resources available to help them get done on time? Should they
expect to pay a premium?

2. What should people do if they receive important documents
after they already filed?

3. What should someone do if they lose a 1099?

4. In the modern age, with so much affordable software
available, is it safe to say that most people can save time and
money by doing their taxes themselves (this one applies to
everyone, not just late or disorganized filers)?

We’re on a very short deadline and would need your responses by
tonight, but please feel free to be brief. Just a few sentences
on each of your thoughts is enough.

Please respond in full, quotable sentences. Please include your
full name and title. Please include a website or some other way
to verify your credentials.

Thanks and I look forward to hearing from you, Andrew Lisa
Requirements:

Please respond in full, quotable sentences. Please include your
full name and title. Please include a website or some other way
to verify your credentials.

4/1/22

CPA:on Child Tax Credit for 2022 for Financial Website

Name: Chaunie Brusie Northwestern MutualCategory: General

Email: [email protected]

Media Outlet: Northwestern Mutual

Deadline: 7:00 PM EST – 5 April

Query: I’m looking to interview a CPA on what has changed/not changed
about the child tax credit for 2022. For Northwestern Mutual.

CPA: Tax preparer horror stories

Name: Anouare Abdou CredelloCategory: Business and Finance

Email: [email protected]

Media Outlet: Credello

Deadline: 7:00 PM EST – 1 April

Query: Tax season also means tax scams. I am looking for real stories
of people who have had bad experiences from tax preparers, as
well as quotes from accountants. For a chance to be featured,
please answer the questions below:

If sharing personal experience:

– What was your experience like dealing with a sketchy tax
preparer? What happened? -What did you learn from it? – What
would you tell others about avoiding tax scammers?

If sharing as an accountant/expert: – What do you wish everyone
knew about tax preparer scams? – Why is it important to be
diligent about selecting a tax preparer? – What are your top
tips to avoid tax preparer horror stories?

FINANCE EXPERT: Retirement/401k Advisers: Financial Literacy Month
Name: Christopher Carosa FiduciaryNews.comBusiness and Finance

Email: [email protected]

Media Outlet: FiduciaryNews.com

Deadline: 9:00 PM EST – 1 April

Query: April is Financial Literacy Month. Everyone has ideas on how to
accomplish this across all age groups. Please email your answers
after restating each question and its original number before
each answer. PR folks, no pitches please, just have your clients
email their answers.

1) Florida recently enacted legislation requiring financial
literacy be taught in school. This has long been advocated for
all states. Why do you think governments have been so slow to do
this? Why do you think Florida was the first to do this?

2) States have enacted retirement savings mandates, but have not
required financial literacy programs. How does the lack of
financial literacy impede retirement savings?

3) Employer sponsored plans like 401k plans have generally
featured regular education meetings. Why have these failed to
increase financial literacy and what can be done differently to
reverse this trend?

4) How can behavior finance techniques be used to improve
financial literacy in adults?

5) How does encouraging Child IRA savings plans improve
financial literacy in children?

6) Give 1-2 examples of how gamification can be used to improve
financial literacy (and specify which age group your addressing).

7) If there’s one thing employers can do to improve financial
literacy in their employees, what would it be? And explain what
employers gain by having more financially literate employees.

8) 7) If there’s one thing parents can do to improve financial
literacy in their children, what would it be? And explain what
society gains by having more financially literate children.

9) State your name. title, firm and city/state location because
this is required to be included in the article.

CPA/Forensic Accountant

Name: Paige Cerulli All Business SchoolsCategory: Business and Finance

Email: [email protected]

Media Outlet: All Business Schools

Deadline: 7:00 PM EST – 8 April

Query: I’m working on multiple educational pieces for students
interested in a career as a CMA or forensic accountant. These
pieces focus on what it takes to pursue these careers, including
education requirements, work experience, etc. They’re designed
to give students an overview of each career, and I’m hoping to
include some details and perspectives from professionals
currently in these careers.

I’m seeking a CMA and a forensic accountant who I can interview
and feature as an expert source in these pieces. I have 8-10
questions to ask, and am happy to schedule a time to speak by
phone (or you’re welcome to respond by email if you’d prefer).
Each piece will include the expert’s head shot, a 100-word bio
including a link back to your website, and will include several
quotes within the body of the article. These pieces will be
published on AllBusinessSchools.com.

I’m looking to complete interviews within two weeks, and I have
my questions ready to go. Thank you very much for your time!

————————————————————————————————————————————————-
CPA: Personal finance rescue for security clearance holders

Name: David Brown Clearance Jobs NewsCategory: Business and Finance

Email: [email protected]

Media Outlet: Clearance Jobs News

Deadline: 7:00 PM EST – 1 April

Query: I am writing a story for Clearance Jobs News about finances for
security clearance holders, and would like to interview
accountants and debt specialists to learn new ways of assessing
debts and determine a plan of attack to eliminate it,
particularly with inflation and gas prices eating into all our
bank accounts. I’d like to learn some “immediate action”
strategies of money management to get good with credit card
companies, credit agencies, banks, and the IRS.

Clearance Jobs is the largest online employment site for
professionals who either hold a security clearance, or intend to
join the clearance community. Clearance Jobs News is a part of
the Clearance Jobs network, and our readers range from entry
level workers to Fortune 10 CEOs. We receive 500,000 unique
visitors per month, and our stories go out to more than 600,000
readers by newsletter.
Requirements: Financial/debt/accounting specialists

3/30/22

CPA: Why doing taxes on your own doesn’t save money

Name: Heather Taylor GOBankingRatesCategory: Business and Finance

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 4:00 PM EST – 31 March

Query: To file on your own or work with an accountant: that is the tax
question. What are some scenarios in which filing your own taxes
is not the best financial move for you to make and why?
Similarly, what are some benefits you may receive when you work
with tax professionals that you wouldn’t have access to when
filing on your own?
Requirements: Seeking insight from tax professionals including accountants,
CPAs, and any other credentialed tax pros. Please include your
name, pronouns, company name and/or credentials, title, and
website (no LinkedIn profiles please) when responding. Please
respond only through HARO.

3/29/22

Financial and Money-Saving Experts: Clever Ways to Stop Wasting Money on Personal Care Products

Name: Cynthia Measom GOBankingRatesCategory: Business and Finance

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 6:00 PM EST – 30 March

Query: I’m looking for your most creative suggestions for consumers to
save money on personal care products.
Requirements: I’m looking for expert insight from deal and money-saving
experts. If you don’t have relevant expertise, please do not
reply. I will not be able to use your comments. Thank you for
your cooperation!
——————————————————————————————————–
Money Experts: 10 Money Problems That Hold People Back

Name: Nicole Spector Yahoo NewsCategory: Business and Finance

Email: [email protected]

Media Outlet: Yahoo News

Deadline: 3:00 PM EST – 29 March

Query: Hello, For GoBankingRates, I am writing:

“10 Money Problems That Hold People Back.”

I am looking for personal finance experts (only) to lend fleshed
out, well-explained paragraphs about money problems that hold
people back. What are they? Why do they exist? How can we
overcome them?

Along with your quotes, please include your full name, pronouns,
title and company website URL. Thanks!
——————————————————————————————————–

Real Estate Financial Experts: How To Start A Real Estate Business

Name: Taylor Townsend FortuneBuildersCategory: Business and Finance

Email: [email protected]

Media Outlet: FortuneBuilders

Deadline: 5:00 PM PST – 29 March

Query: Than Merrill, CEO of the leading real estate education company
FortuneBuilders, is writing an upcoming story on how to start a
real estate business and looking for experts to answer the
following questions:

What advice would you give someone who is starting their own
real estate business? What is the most important thing to focus
on when starting a real estate business, and why? What types of
goals should aspiring real estate business owners set for their
first year?
Requirements: Must be an experienced real estate investor, financial advisor,
or investing expert. No real estate agents or Realtors. Please
include your full name, title, and website for credit.

3/28/22

CREDIT EXPERT: How to improve credit score
Category: General

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 29 March

Query: I’m writing an article about how to use online tools to improve
your credit score, and I was hoping that experts on this topic
could offer tips. For example, Credit Karma seems to have some
tools available to increase your credit score (not sure how
legit this is). Please explain in detail what free tools are
legit online, how to use them and how long it would take. Also
please include your full name, title and where you’re best.
Thanks!

3/18/22

Finance Experts: Seeking qualified loan and money experts to comment on cash advances

Name: sonamgyalpo sherpa Credit KarmaCategory: Business and Finance

Email: [email protected]

Media Outlet: Credit Karma

Deadline: 6:00 PM EST – 18 March

Query: When should someone consider a cash advance, and when is it a
bad idea? What are the range of fees for a cash advance?”

Requirements: Qualified Credit and Personal Finance Professionals,
Professors, Researchers who have a past proven record in the
financial sector. Bring on the tips! if possible, please keep
your answer brief. 🙂 – Urgent Deadline

Finance Expert: Safest form of investments
Category: Business and Finance

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 18 March

Query: Hi, i’m looking for responses from investors who can suggest the
safest forms of investments in 2022. Keep in mind the inflation
rate, pricehike market instability etc. suitable answers will be
published on a dr 55+ website. Please include your website with
LinkedIn URL to verify.
Requirements: Need to have previous experience with investing. No SAAS & VA
response please. Thanks.

3/17/22

Finance Experts: Understanding the Biden administration’s student loan forgiveness program

Name: Erik Martin FreedomDebtRelief.comCategory: General

Email: [email protected]

Media Outlet: FreedomDebtRelief.com

Deadline: 3:00 PM EST – 18 March

Understanding the Biden Administration’s student loan
forgiveness program. This article will explain what the Biden
Administration’s student loan forgiveness program is, how it
works, how to qualify, good candidates, and more. I can only
accept full-sentence written responses (which I can use as
quotes) for this article. My deadline for written answers to
these questions is 2 PM central, Friday, March 18, 2022. Please
contact me if you’d like to participate, but only if you are a
U.S.-based professional working in this field who has expertise
with this topic I’m writing about.

QUESTIONS: 1. Please explain what the Biden Administration’s
student loan forgiveness program is and how it works. 2. How
does one qualify for this program? 3. Who are good candidates
for this program? Who are not good candidates and why? 4. One of
the pros and cons of this student loan forgiveness program? 5.
What should someone consider carefully before applying for this
program? 6. Are there better alternatives you would recommend
readers consider? 7. Any other advice you’d like to offer
readers on this topic? 8. What is your full name, title,
company, city/state location, and email address?

Erik Martin [email protected]

Financial Expert: Generational wealth

Name: Chris Casacchia Finance of America ReverseCategory: Business and Finance

Email: [email protected]

Media Outlet: Finance of America Reverse

Deadline: 10:00 PM EST – 25 March

Query: I’m working on a story on how home ownership can impact
generational wealth and how to turn a home into a financial
legacy. Also looking to discuss some some myths or
misperceptions about generational wealth within the following
framework: Tapping home equity with a reverse mortgage
eliminates generational wealth Owning a home to pass down is
enough for generational wealth. Generational Wealth refers only
to what happens after one generation dies (address how
generational wealth also includes passing along and investing in
education and financial literacy). Tapping equity eats away
generational wealth (discuss how investment and growth are key
to generational wealth). A few other questions to answer: What
are some other myths that surround the term Generational Wealth,
specifically in terms of home ownership? Discuss what else it
takes to create a lasting financial legacy.

Requirements: Looking to speak with nationwide U.S. sources on the topic,
particularly financial planners, advisors, academics and other
wealth experts who can provide sound advice and tips. The
article will be one of many in the pipeline to build educational
and practical content for retirees and those nearing retirement.
Email responses suffice, and I will also send follow-up
questions and/or interview requests. Please include official
title, name of company, where source is based, where business is
based, core services offered, and a sentence or two on source
expertise on the matter. Thanks, Chris.

3/16/22

CPA’s: Accounting Outsourcing – 10 Unmatched Benefits

Name: Stacey Howard CogneesolCategory: Business and Finance

Email: [email protected]

Media Outlet: Cogneesol

Deadline: 7:00 PM EST – 17 March

Query: Looking to speak with business owners about Accounting
Outsourcing – 10 Unmatched Benefits (Write only 1 please)

Requirements: We’re hoping to hear from businesses. Please also include in
your reply your full name, short bio, profile picture and
website URL (we’ll link to your site) or LinkedIn profile links

3/15/22

CPA: Which accounting software do you use and why?

Name: Nicholas Stallard Pomelo PayCategory: Business and Finance

Email: [email protected]

Media Outlet: Pomelo Pay

Deadline: 9:00 AM GMT – 17 March

Query: I’m hoping to find out which is the best accounting software.
Which one do you use and why? What are its
advantages/disadvantages?

Requirements: You have used accounting software

Financial Advisors:

Share if You Should Account for Inflation With Your Personal Finances

Name: Jennifer Glantz Business InsiderCategory: Business and Finance

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 15 March

Query: Looking for financial advisors (must be CPA, CFA, CFP) to share
if people should account for inflation with their personal
finances and investments. If yes, please 2-3 ways they can do
that.

Requirements: must be CPA, CFA, CFP

Financial Advisors: Share Why Having too Much Cash on Hand isn’t Good

Name: Jennifer Glantz Business InsiderCategory: Business and Finance

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 15 March

Query: Investors in Their 20’s Hold More Than 28% of Their Assets in
Cash.Looking for financial advisors (CPA, CFA, CFP) to share 5
Reasons that keeping too much cash is “dead money” and what
people can do that cash instead.

Requirements: must be CPA, CFA, CFP

Financial Advisor: Catches My Mistakes

Name: Jennifer Glantz Business InsiderCategory: Business and Finance

Email: [email protected]

Media Outlet: Business Insider

Deadline: 7:00 PM EST – 15 March

Query: Looking for a financial advisor (CFP, CFA) to sit down with me –
for an article – and review my financial portfolio and share 5
of the biggest mistakes I’m making and what I should do instead.
Requirements: must be CFA, CFP

Financial/Credit Experts: Does debt relief hurt your credit?

Name: Erik Martin Freedomdebtrelief.comCategory: General

Email: [email protected]

Media Outlet: Freedomdebtrelief.com

Deadline: 1:00 PM EST – 18 March

Does debt relief hurt your credit? This article will explain the
extent to which debt relief options/strategies may hurt your
credit or not and what readers can do to reduce the impact on
their credit.

I can only accept full-sentence written responses (which I can
use as quotes) for this article. My deadline for written answers
to these questions is noon central, Friday, March 18, 2022.
Please contact me if you’d like to participate, but only if you
are a U.S.-based professional working in this field who has
expertise with this topic I’m writing about.

QUESTIONS: 1. Why is it important for those who are in a
problematic debt situation to work sooner versus later to get
themselves out of debt as quickly as possible? What are the
risks of doing nothing or delaying this strategy? 2. How can
someone know if/when they are in bad debt (e.g., if your DTI is
over 40%)? Please explain and provide math and examples if
possible. 3. Please explain how each of the following debt
relief strategies works and their pros and cons: a. Debt
management (also please define what this is) b. Debt
relief/settlement (also please define what this is) c.
Bankruptcy (also please define what this is) d. Any others? 4.
Do any of these debt relief strategies hurt your credit? Please
explain with details and indicate the extent to which your
credit may be affected and over what period. 5. Please explain
why people with poor credit may suffer less damage while those
with good credit may suffer more damage when they pursue a debt
relief program. 6. Please explain how/why debt relief graduates
can see their credit scores improve. 7. Other anything she would
recommend to readers to help reduce the impact/soften the blow
of debt relief programs on their credit? 8. What are some other
things readers can do to improve their credit before, during, or
after being involved in a debt relief program? 9. Any other
advice you’d like to offer readers on this topic? 10. What is
your full name, title, company, city/state location, and email
address?

Erik Martin [email protected]

3/12/22

Financial Expert: Generational wealth

Name: Chris Casacchia Finance of America ReverseCategory: Business and Finance

Email: [email protected]

Media Outlet: Finance of America Reverse

Deadline: 10:00 PM EST – 25 March

Query: I’m working on a story on how home ownership can impact generational wealth and how to turn a home into a financial legacy. Also looking to discuss some some myths or misperceptions about generational wealth within the following framework: Tapping home equity with a reverse mortgage eliminates generational wealth Owning a home to pass down is enough for generational wealth. Generational Wealth refers only to what happens after one generation dies (address how generational wealth also includes passing along and investing in education and financial literacy). Tapping equity eats away generational wealth (discuss how investment and growth are key to generational wealth). A few other questions to answer: What are some other myths that surround the term Generational Wealth, specifically in terms of home ownership? Discuss what else it takes to create a lasting financial legacy.

Requirements: Looking to speak with nationwide U.S. sources on the topic, particularly financial planners, advisors, academics and other wealth experts who can provide sound advice and tips. The article will be one of many in the pipeline to build educational and practical content for retirees and those nearing retirement. Email responses suffice, and I will also send follow-up questions and/or interview requests. Please include official title, name of company, where source is based, where business is based, core services offered, and a sentence or two on source expertise on the matter. Thanks, Chris.

3/9/22

Financial Expert: Commercial Finance Experts – Self Storage Category: Business and Finance

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 10 March

Query: I need to speak with finance experts experienced in financing for self storage development. What is the financing available right now? How will world events affect the industry? This is for a story in a leading self storage industry publication. Requirements: Must have experience financing self storage developments.

Finance Expert: Have you ever had to divide debt in a breakup?

Name: Elizabeth Gulino Refinery29Category: Business and Finance

Email: [email protected]

Media Outlet: Refinery29

Deadline: 7:00 PM EST – 10 March

Query: I’m interested in hearing from people who had, or whose ex had, debt, and how they dealt with that debt when they divorced or broke up. These stories may be published on the site.

Please tell us how much student debt you/your ex had, and how you divided it (or didn’t) during your split. Please also include your: name (and how you’d like your name to appear if published), your age, and your location. Thank you!

Finance Expert: Writer seeks personal finance expert

Name: Andrew Lisa GOBankingRatesCategory: General

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 7:00 PM EST – 9 March

Query: Hello, I’m a writer working on an article for GOBankingRates, which — through partnerships with MSN, AOL, and Yahoo — has the potential to be seen by hundreds of millions of readers. The article will explore why so many high earners go broke — or at least fail to get rich — while falling into the same traps of debt, overspending, and money-mismanagement as regular people who could only dream of earning such high salaries. Along the same lines, what can average people do to redefine their relationship with money so they’ll have a healthy financial mindset and good habits if they ever do land the big bucks? We’re on a very short deadline and would need your responses by tonight, but please feel free to be brief. Just a few sentences on each of your thoughts is enough. Please respond in full, quotable sentences. Please include your full name and title. Please include a website or some other way to verify your credentials. Thanks and I look forward to hearing from you, Andrew Lisa Requirements: Please respond in full, quotable sentences. Please include your full name and title. Please include a website or some other way to verify your credentials.

3/8/22

CPA: Need experts: Are lawsuit settlements taxable?

Name: Erik Martin FreedomDebtRelief.comCategory: General

Email: [email protected]

Media Outlet: FreedomDebtRelief.com

Deadline: 1:00 PM EST – 11 March

Query: Hello. My name is Erik Martin with FreedomDebtRelief.com. I’m looking to interview attorneys, tax experts, personal finance experts, financial planners, debt experts, and other professionals for the following story that will publish on its website soon: Are lawsuit settlements taxable? This article will explain if/when a court settlement is taxable, the tax costs/associated fees you might be expected to pay, and how to avoid taxes on lawsuit settlements. I can only accept full-sentence written responses (which I can use as quotes) for this article. My deadline for written answers to these questions is noon central, Friday, March 11, 2022. Please contact me if you’d like to participate, but only if you are a U.S.-based professional working in this field who has expertise with this topic I’m writing about. QUESTIONS: 1. Please explain why plaintiffs who win or settle a lawsuit may have to pay taxes on the court settlement. What does the law say/define here? 2. What are the IRS rules on how and when lawsuit settlements are taxed today? Please explain (e.g., Taxes will depend on the origin of the claim; recoveries for physical injuries and physical sickness or tax-free symptoms of emotional distress are not physical, etc.). 3. Overall, when is a lawsuit settlement taxable versus not taxable? 4. Are plaintiffs the only ones who may have to pay taxes on a court settlement, or can defendants be liable for tax payments, too? Please explain. 5. What are some of the different tax-related fees/expenses that those involved in a court settlement may have to pay (e.g., attorneys fees, punitive damages, interest, etc.)? Please provide one or more hypothetical or real-world examples of how a party in a lawsuit may have to pay settlement taxes and what those costs could add up to. 6. When/why are attorneys fees taxable here? Please explain. 7. When are you expected to pay for these taxes and how? 8. Why is it important to plan ahead for these tax liabilities versus waiting until IRS form 1099 arrives in the mail the following year? What do you recommend here? 9. Are there any strategies you recommend for avoiding taxes on lawsuit settlements? What can/should lawsuit parties be doing here? 10. Any other advice you’d like to offer readers on this topic? 11. What is your full name, title, company, city/state location, and email address? Erik Martin [email protected]

Chartered Financial Analyst: What is a CFA?

Name: Robin Kavanagh Business InsiderCategory: Business and Finance

Email: [email protected]

Media Outlet: Business Insider

Deadline: 5:00 PM EST – 10 March

Query: Looking for a CFA for an explainer article about what a CFA is for Business Insider. My article is a primer for people new to the topic. I’m specifically looking for answers to the following questions:

– What is a CFA? – What are the requirements for obtaining this certification? – What does a CFA do? – What kind of roles do CFAs play in the world of finance? – What are a few specific types of finance jobs where being a CFA might be a prerequisite? – How much does the average CFA earn? – What is the process for becoming a CFA? I want to give a detailed description for readers about: – What are the prerequisites a candidate must have to get started? – How many exams do you have to take? What do they cover, how difficult are they, and when do you have to complete them? – What kind of work experience do you have to complete and in what timeframe? – What kind of letters of reference do you need to get, how many, and what kind have the most impact? – What do you have to do to become a CFA charter holder? – How much of an expense would someone be looking at and how much time will it take if they decided to do become a CFA? – How do CFA’s compare to CFP’s? What are the similarities and differences between those who hold each certification?

Financial Experts: Debt consolidation versus bankruptcy – which is best?

Name: Erik Martin FreedomDebtRelief.comCategory: General

Email: [email protected]

Media Outlet: FreedomDebtRelief.com

Deadline: 1:00 PM EST – 10 March

Query: Hello. My name is Erik Martin with FreedomDebtRelief.com. I’m looking to interview personal finance experts, financial planners, debt experts, attorneys, and other experts for the following story that will publish on its website soon: Debt consolidation versus declaring bankruptcy: Which is best for you? This article will explain the differences between debt consolidation and Chapter 7 or Chapter 13 bankruptcy in which option is best for a person’s particular scenario. I can only accept full-sentence written responses (which I can use as quotes) for this article. My deadline for written answers to these questions is 4 PM central, Thursday, March 10, 2022. Please contact me if you’d like to participate, but only if you are a U.S.-based professional working in this field who has expertise with this topic I’m writing about. QUESTIONS: 1. Please define and explain what debt consolidation is, how it works, and who is a good candidate for this option. 2. What are debt consolidation loans? How do you get one, how does it work, and who is a good candidate for this option? 3. What are debt management plans – how can you enroll in one, how does it work, and is this a good option if you don’t qualify for a debt consolidation loan? Who are the best candidates for this option? 4. Please define and explain personal bankruptcy, how it works, and who are good candidates for the following options: 5. Chapter 7 bankruptcy 6. Chapter 13 bankruptcy 7. Overall, is debt consolidation or Chapter 7/Chapter 13 bankruptcy a good idea? Why/why not? 8. Are there different/better alternatives you would recommend instead of opting for debt consolidation or bankruptcy? Why? 9. Any other advice you’d like to offer readers on this topic? 10. What is your full name, title, company, city/state location, and email address? Erik Martin [email protected]

3/7/22

Financial Experts: what should Baby Boomers Stop telling Millennials about Money?

Name: Kathryn Mancewicz Cheapism BlogCategory: Business and Finance

Email: [email protected]

Media Outlet: Cheapism Blog

Deadline: 1:00 PM EST – 8 March

Query: Millennials get a lot of advice from baby boomers like, “don’t buy avocado toast and lattes and you could afford a house”. Or, “why didn’t you work during college to pay for things instead of taking out loans? “. Investing advice, how to get a job, the housing market, pandemic era finances and so on are all totally different for millennials than they were for baby boomers. What outdated advice would you recommend millennials ignore? What should they do instead? Requirements: Finance experts with credentials to support expertise

3/6/22

CPA: CPA to answer transgender tax questions Category: Business and Finance

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 7 March

Query: I’m looking for a CPA to answer a couple of questions about trans identity, gender and name changes, and taxes. Please reply with your name, 1-2 tax tips for trans people, and a quote on what to do if before you file if you changed your name or gender marker.

2/16/22

Tax Expert: Difficult Tax Questions Category: Business and Finance

Email: [email protected]

Media Outlet: HJL Blog

Deadline: 7:00 PM EST – 18 February

Query: Tax questions can range from a very easy inquiry to a tangle of complicated situations that need several layers of solutions to address properly. In your experience so far, what has been the most difficult tax question that has been asked to you, and what advice did you give to resolve it? We would like to credit the person who provides the tip. We are accepting tips from either business, professionals, or individuals. WE want to give you credit, so provide us with the following: Provide us with your: (1) Your Name or Business name (2) Website (3) One- sentence blurb about your company (4) Tip on the query that would be useful to others. (5) Social Media handle (so we can tag you) (6) A link to your picture that we could include to our material (optional)

Requirements: We would like to credit the person who provides the tip. We are accepting tips from either business, professionals, or individuals. WE want to give you credit, so provide us with the following: Provide us with your: (1) Your Name or Business name (2) Website (3) One- sentence blurb about your company (4) Tip on the query that would be useful to others. (5) Social Media handle (so we can tag you) (6) A link to your picture that we could include to our material (optional)

Tax Experts

Name: Katie Schaeffer InvestingCategory: Business and Finance

Email: [email protected]

Media Outlet: Investing

Deadline: 7:00 PM EST – 18 February

Query: Looking for expert insights to provide guidance to retail traders (stocks and options mostly – open to guidance on crypto) as they prepare to file 2021 taxes in the US. Topics to provide quotes on: Capital gains tax – what you need to prepare, what to know when submitting 2022 tax guidance for investors/traders What kind of expert do investors/traders need to consult for guidance on taxes related to their trading accounts? Any other useful information you’d want investors to know as it relates to US tax guidelines Requirements: Must be an expert in US tax law with credentials provided.

Finance Experts: Women and Retirement

Name: Melanie Lockert Business InsiderCategory: Business and Finance

Email: [email protected]

Media Outlet: Business Insider

Deadline: 10:00 PM EST – 17 February

Query: What are the unique challenges women face when saving/investing for retirement? What’s driving the investment gap? Women live longer and typically are hurt more financially when dealing with divorce or being widowed. How can women prepare for such life events in their older years? Requirements: Looking to hear from finance, economics, or gender professionals. Women or women of color preferred. Please send your full name, credentials, and website.

2/15/22

Financial Experts: Best Roth IRA Investments

Name: Casey Bond The BalanceCategory: Business and Finance

Email: [email protected]

Media Outlet: The Balance

Deadline: 10:00 PM EST – 16 February

Query: Looking for investing experts who can share some tips for what types of investments are best when investing through a Roth IRA. What are the qualities of a Roth IRA that make some investment types better than others? What are some of the best investments to have in one (looking for general categories, not specific stocks or funds). What types of investments aren’t as good/strategic to hold in a roth?

Financial Experts: Financial Anxiety Category: Business and Finance

Email: [email protected]

Media Outlet: Anonymous

Deadline: 7:00 PM EST – 16 February

Query: Financial anxiety is a debilitating money monster that affects people from all income levels.

Anxiety surrounding money haunts someone struggling to make rent as well as someone struggling to make the right investments and everything in between.

For a story on a national website, I’m looking for a few experts who can weigh in on financial anxiety.

One banking survey reported that 85% of Americans struggle with financial worry and anxiety that affected their life, mental health and even took a toll on their physical health. What brings about financial anxiety? What are the symptoms and how do you cope best?

Looking for experts who can speak to this and also some who suffers from it.

Question: did the higher unemployment rates or stimulus checks help your financial anxiety this past year?

2/14/22

FINANCIAL EXPERT: Seeking financial advisors to talk debit vs. credit cards

Name: Sylvie Tremblay MetLifeCategory: Business and Finance

Email: [email protected]

Media Outlet: MetLife

Deadline: 7:00 PM EST – 15 February

Query: Hi there! I’m putting together a guide for MetLife to help readers understand the difference between debit and credit cards. As you can imagine, our audience is new to personal finance so I’m looking for beginner-friendly advice. I’m looking for a financial advisor to answer a couple basic questions: 1. Can credit cards be a good entry point to building credit? 2. What are the risks of using a credit card? 3. When would you use a debit card vs. a credit card? 4. When would you use a credit card vs. a debit card? 5. Do you recommend that people consider using both? Please respond with a brief answer (a sentence per question is fine), how you’d like to be attributed and a link to your website for us to include in the article. Requirements: Prefer US-based experts as our audience is primarily American, but it’s not essential.

2/10/22

CPA’S: Property tax case studies

Name: Alice Grahns The US SunCategory: General

Email: [email protected]

Media Outlet: The US Sun

Deadline: 7:00 PM EST – 11 February

Query: I’m looking to speak to US homeowners who’ve successfully appealed their property taxes and saved thousands of dollars. They need to be happy to be pictured and speak to us directly.

2/7/2

CPA: Tax breaks and advice for caregivers of older adults

Name: Matt Smithmier SeniorsMatterCategory: Business and Finance

Email: [email protected]

Media Outlet: SeniorsMatter

Deadline: 12:00 PM CST – 8 February

Query: As we approach tax season, we want to explore the various tax breaks and key advice caregivers of older adults should keep in mind as they file their own taxes. Specifically, we want to explore tax credits and deductions available to adult children who help look after their aging parents or other relatives. Requirements: Certified tax professional

FINANCE EXPERT/CPA: Things People Who Have Healthy Savings Accounts Always Do

Name: Jordan Rosenfeld GOBankingRatesCategory: Business and Finance

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 3:00 PM EST – 7 February

Query: Looking for insights and info on the kinds of strategies people make who have healthy savings accounts. Please reply by email if possible Requirements: You are a financial expert, such as a financial planner or CPA. You can reply by email

2/3/22

Name: Cynthia Measom GOBankingRatesCategory: Business and Finance

Email: [email protected]

Media Outlet: GOBankingRates

Deadline: 5:00 PM EST – 3 February

Query: What are some good reasons for joining a credit union and why?

Requirements: Personal finance experts ONLY, please. If you do not advise people on personal finance matters in a professional capacity, please skip this one. Thank you!

2/3/22

Tax expert who works with Latinx communities

Name: Octavio Blanco Consumer ReportsCategory: Business and Finance

Email: [email protected]

Media Outlet: Consumer Reports

Deadline: 7:00 PM EST – 3 February

Query: Looking to speak with a CPA who has experience working with Hispanic filers. Requirements: You must be a CPA and have experience working with the Latinx community.

Categories: HARO queries for Financial Professionals

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