HARO Queries for Financial Professionals

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.

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

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.


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.

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: 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.

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: 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

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:

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

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:

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.

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