Jordan Rosenfeld

We're looking for certified financial planners or college planning specialist who advises families on 529 strategy — investment allocation, beneficiary decisions, tax implications, and what the $20K milestone means in the context of total college savings goals. Advisors who work with middle-income families are especially relevant. Interview questions or provide your own commentary: 1. Why is $20K a meaningful milestone in a 529 account, and how does it fit into broader college savings benchmarks? 2. Should a family reassess their investment allocation once they hit $20K — and if so, how? 3. How should the account's target amount change as the child gets closer to college age? 4. Are there contribution strategies — front-loading, superfunding, annual gifting — that families should consider at this point? 5. What happens to 529 funds if the child doesn't go to college, and has recent legislation changed those options? 6. How does a 529 balance affect financial aid eligibility, and is $20K enough to matter? 7. Should families with multiple children be thinking about beneficiary strategy at this stage? 8. Are there qualified expenses beyond tuition — room and board, K-12, student loans — that families often forget they can use 529 funds for? 9. What's the biggest mistake families make once they feel like they've "made it" to a savings milestone like this? 10. Do you have anything more to add?

A new 2026 TIAA Institute-GFLEC Personal Finance Index found that Americans answered just 47% of personal finance questions correctly on average—the lowest score in the study's history. As financial literacy declines and the consequences become more severe, this article explores whether the growing divide between Americans is no longer just about income, but about who understands how money works and who doesn't. Interview questions or provide your own commentary: 1. The latest TIAA Institute-GFLEC Personal Finance Index found that Americans correctly answered just 47% of personal finance questions on average, the lowest score in the study's history. What does this tell you about the current state of financial literacy in America? 2. Do you agree with the idea that financial knowledge is becoming a more important driver of financial outcomes than income alone? Why or why not? 3. The report found that adults with very low financial literacy are four times more likely to struggle to make ends meet and three times more likely to be financially fragile. What does this suggest about the real-world value of financial knowledge? 4. Can two households earning the same income end up in dramatically different financial positions because one has a stronger understanding of personal finance? What are some examples? 5. Which financial concepts do Americans appear to struggle with most today, and how can those knowledge gaps affect long-term wealth building? 6. Gen Z scored particularly low on the index, answering just 38% of questions correctly on average. What factors do you think are contributing to this knowledge gap among younger adults? 7. The report also found a persistent gender gap, with women scoring six percentage points lower than men overall. What barriers may be contributing to that disparity, and how can they be addressed? 8. What are some of the most expensive financial mistakes people make because they lack basic financial knowledge about topics such as investing, debt, inflation or retirement planning? 9. If someone wanted to improve their financial literacy over the next year, what are the most important topics they should learn first? 10. Do you have anything more to add?

We're seeking personal finance experts, economists, or financial therapists who can speak to the structural economic shifts — housing costs, wage stagnation, pension disappearance — that have turned once-standard middle-class milestones into aspirational goals for younger generations. Interview questions or provide your own commentary: 1. What economic conditions made it possible for Boomers to achieve financial milestones that feel out of reach today? 2. How have housing costs changed relative to income since the 1970s and 80s, and what does that mean practically? 3. Is single-income homeownership still possible in the US, and if so, where and for whom? 4. How does the shift from pensions to 401(k)s affect how we should think about retirement security across generations? 5. Are younger generations actually worse off financially than their parents, or is this more nuanced? 6. What role do student loans play in delaying or preventing financial milestones that were routine for Boomers? 7. Beyond housing, what other "normal" expenses — cars, healthcare, starting a family — have become proportionally more burdensome? 8. Is there anything Boomers had to sacrifice financially that today's generations don't? In other words, is any of the comparison unfair? 9. What can younger Americans do today to close some of that gap, given the structural constraints? 10. Do you have anything more to add?

Source pitch: We're seeking a US-BASED CPA, enrolled agent, or tax attorney who works with individual filers to share overlooked or underutilized deductions that everyday Americans may be missing — especially given recent tax law changes this year 2026. Interview questions or provide your own commentary: 1. What are the most commonly overlooked deductions you see clients miss year after year? 2. How should someone approach finding deductions if they've always taken the standard deduction? 3. What deductions have become more or less valuable under the current tax code? 4. Are there deductions that work especially well for freelancers or gig workers? 5. How can homeowners maximize deductions beyond the mortgage interest deduction? 6. What records or documentation habits do you recommend clients keep throughout the year? 7. Are there deductions tied to health, caregiving, or education that people frequently leave on the table? 8. How do life changes — marriage, divorce, a new child, a job loss — open up new deduction opportunities? 9. What's one deduction most people assume they can't take but actually can? 10. Do you have anything more to add?

We're looking for US-BASED housing counselors, foreclosure attorney, or mortgage experts who can walk readers through the exact legal and procedural timeline from a missed payment to foreclosure — and what options exist at each stage. Candidates with experience advising distressed homeowners in multiple states are preferred. Interview questions or provide your own commentary: 1. What technically happens the moment a borrower misses their first mortgage payment? 2. At what point does a lender begin the formal foreclosure process, and does this vary by state? 3. What is loss mitigation, and when in the timeline does it become available or unavailable? 4. What's the difference between judicial and non-judicial foreclosure states, and how does that affect the timeline? 5. Can a homeowner stop the foreclosure process once it's started — and if so, how? 6. What options exist between the first missed payment and foreclosure that borrowers may not know about? 7. How does a forbearance agreement work, and is it always a good idea to accept one? 8. What does foreclosure actually do to a borrower's credit, and for how long? 9. What's the single most important thing a homeowner should do the moment they know they can't make a payment? 10. Do you have anything more to add?