Jordan Rosenfeld

For: U.S.-based real estate/finance experts: I’m working on a piece exploring when downsizing meaningfully reduces property tax bills — and when homeowners are surprised to find it doesn’t. I’d love your expert perspective: Interview questions or provide your own commentary: 1. In what specific scenarios does downsizing typically reduce a homeowner’s property tax bill? 2. How do property tax reassessments work when someone purchases a smaller home? 3. Are there states where downsizing does not automatically lower taxes due to reassessment rules? 4. How do homestead exemptions, senior freezes or portability laws affect tax savings? 5. Can moving to a lower-tax county within the same state produce bigger savings than simply buying a smaller home? 6. What closing costs or transfer taxes should homeowners factor in when calculating true savings? 7. Are there situations where downsizing actually increases a property tax bill? 8. How should retirees evaluate whether downsizing makes financial sense beyond just the property tax angle? 9. What common misconceptions do homeowners have about downsizing and taxes? 10. Do you have anything more to add?

Retirement planners: I’m interviewing retirement/financial planners about the top three most critical factors Americans overlook when mapping out retirement. The goal is actionable guidance that goes beyond generic savings advice. Interview questions or provide your own commentary: 1. If you had to narrow retirement planning down to three top priorities, what would they be? 2. How should pre-retirees balance guaranteed income sources versus investment withdrawals? 3. What role does healthcare planning play in long-term retirement security? 4. How should inflation assumptions factor into retirement projections? 5. What mistakes do you see people in their 50s making most often? 6. How should someone stress-test their retirement plan against a market downturn? 7. What tax planning strategies should retirees consider before they stop working? 8. How does longevity risk influence how much someone should save? 9. What signs indicate someone may not be ready to retire yet? 10. Do you have anything more to add?

Retirement Planners: I’m reporting on retirement planning strategies for individuals or couples without children — specifically how estate planning, long-term care and withdrawal strategies may differ. I’m seeking practical planning distinctions. Interview questions or provide your own commentary. US based sources only. 1. How does retirement planning differ for people without children? 2. Should childfree retirees prioritize spending differently? 3. How does estate planning change without heirs? 4. What are common charitable giving strategies in this group? 5. How should long-term care planning differ? 6. Are there tax strategies that become more important? 7. How should beneficiary designations be structured? 8. What mistakes do childfree retirees commonly make? 9. Do you have anything more to add?

Financial Advisors: I’m writing about subtle, often-overlooked spending leaks that affect even financially responsible households. I’d love insight into behavioral patterns and overlooked financial blind spots. Interview questions or provide your own commentary: 1. What are the most common hidden money leaks you see among disciplined savers? 2. How do subscription creep and auto-renewals contribute? 3. Are small lifestyle upgrades more damaging than large purchases? 4. How do cash flow blind spots show up in high-income households? 5. What role does inflation play in “invisible” spending increases? 6. How can someone identify leaks without tracking every dollar? 7. Are there psychological habits that drive these leaks? 8. What’s one overlooked fix that produces immediate savings? 9. Do you have anything more to add?