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Business Services Industry

Personal Finance II, Taxes 2008 Feature Releases

Business Wire, March 18, 2008

SAN FRANCISCO -- The following releases focus on the topic Personal Finance II, Taxes:

ALL TIME-OFFS ARE IN EASTERN TIME

Five States and the District of Columbia Now Allow Domestic Partners to File Joint Returns SOURCE: Kiplinger (03/18/08, 04:35)

BOULDER, Colo.--Webroot[R] Advises Taxpayers Preparing Returns Online to Protect Themselves With AntiVirus and AntiSpyware Solutions SOURCE: Webroot Software, Inc. (03/18/08, 04:35)

The following knowledgeable industry leaders and scholars from Business Wire's ExpertSource database are available to discuss topics relating to Personal Finance II, Taxes:

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David Kaufman is CEO and founder of Voyant, Inc. (www.planwithvoyant.com) and a consumer financial planning expert. As Kaufman puts it, "There are no financial planning secrets, just common sense solutions being sold as expert advice. What the consumer lacks is confidence in their ability do things for themselves, so they are vulnerable to being sold products and services they may not need - or necessarily want." As a result, Kaufman and his team developed Voyant @Home, an interactive, do-it-yourself financial planning solution that helps everyday consumers have greater visibility into, and control over personal planning decisions (college savings, retirement, disability insurance, etc.) and their resulting outcomes. Using timelines, simulations and progress reports, Voyant @Home helps individuals understand where current financial vulnerabilities exist, and how to resolve them. It also connects them with other Voyant Community members - friends, family and trusted financial advisors - with similar interests, concerns and questions. In recognition of Kaufman's compelling vision, Voyant, Inc. was invited to debut at the prestigious DEMO 08 conference. Kaufman has also been a featured expert on CNN International and interviewed for MarketWatch's Daily Money Tips column. Prior to Voyant, Kaufman founded Gossamer Group, an award-winning IT consultancy serving the financial services industry (Lincoln Financial Group, Ed Jones, etc.), As an entrepreneur, a consultant and a family man with small children, Kaufman intimately understands the financial complexities that can be generated by life-changing events.

PR Contact: Cybele Diamandopoulos, 512-535-4422

cybele@foliocommunications.com

J. Michael Martin, JD, CFP, is President and Chief Investment Officer of Financial Advantage, Inc., fee-only planners in Columbia, Md. Martin and the firm have been rated among the best financial advisors in America by Worth Magazine, Medical Economics, Mutual Fund Magazine and Bloomberg Wealth Manager. The first 14 years of his career were spent on Wall Street, where Mike held positions as Analyst, Research Director and Vice President for Standard & Poors and New York Stock Exchange Member firms. Moving his family from New York to Baltimore in 1978, Mike joined T. Rowe Price, one of the country's largest mutual fund complexes. There he served as Vice President and as Director of Research, responsible for the research activities supporting all of Price's equity investments. Martin has been published and quoted extensively in financial media including the Wall Street Journal, New York Times, Kiplinger's Personal Finance, Money Magazine, Worth Magazine, Smart Money, Mutual Fund Magazine, Financial Planner Magazine, Modern Maturity, the Chicago Tribune, Washington Post and International Herald Tribune. His fixed-income investment book, Life after CDs, was published by Dearborn Financial Publishing in Chicago. Mike's degrees are in Economics (Assumption College) and Law (Fordham University School of Law).

PR Contact: Henry Stimpson, 508-647-0705

hstimpson@stimpsoncommunications.com

Jerry Miccolis, CFA, CFP, of Brinton Eaton, specializes in personal financial planning, risk management, investment research, taxes, retirement and portfolio management. Brinton Eaton is a fee-only planner. Prior to joining Brinton Eaton in 2003, Jerry had over 30 years' experience in the risk management and insurance fields, including over 25 years with the international management consulting firm Towers Perrin, where he served as Principal and Global Practice Leader for the Enterprise Risk Management practice. He has chaired numerous professional committees and is a widely quoted author and speaker on the subject of strategic risk management.

PR Contact: Henry Stimpson, 508-647-0705

hstimpson@stimpsoncommunications.com

Hank Parrott, AKA "The Senior Financial Coach," is expert on all-things related to retirement-based financial planning for individuals at any age. With over 15 years in the financial services industry, Hank is a seasoned financial planning veteran who has dedicated his career to helping retirees safely preserve, protect and proliferate their assets. In his role as President of Estate & Financial Strategies, Inc. (EFS), Hank employs only the most proven methods coupled with the most innovative strategies guaranteed to help retirees protect and grow their estate and, in doing so, safeguard their, and their family's financial future. Each of Hank's clients throughout Tennessee, Georgia, Kentucky and Alabama benefit from his extensive training and experience in the specialized areas of Retirement Planning, Tax Planning, Investment Planning, Financial Planning, Insurance Planning, Employee Benefits, Annuities, Family Limited Partnerships, Charitable Remainder Trusts, Long-Term Care and Advanced and Basic Estate Planning for estates of all sizes. Tax reduction services include that related to income, federal estate, capital gains and state inheritance taxes, and strategies to eliminate probate costs. In addition, he employs financial planning techniques that are guaranteed to both increase his client's spendable income and help them avoid Medicaid spend-down of their assets in the event home care is needed. Hank's wealth of industry expertise and credibility has made him a sought after expert source, having served as a guest commentator on multiple broadcast television and radio talk shows nationwide. He is also regularly tapped for expert commentary by high-profile national print media outlets including, among others, Investor's Business Daily. A highly credentialed personal finance expert, Hank is extremely active within his industry. He is a member of Ed Slott's Elite IRA Advisor Group - a distinction currently held by only 80 financial planners worldwide. He is a Certified Retirement Financial Advisor (CRFA), and holds certifications as a Senior Advisor (CSA) and an Estate Planner (CEP). He is also both a Chartered Financial Consultant (ChFC), an Accredited Estate Planner (AEP) and a Registered Financial Consultant (RFC). He is a member of the International Association of Registered Financial Consultants (IARFC), the National Association of Certified Estate Planners (NACEP), Society of Certified Senior Advisors, the National Association of Estate Planners and Councils, Society of Financial Services Professionals, AARP, and , through his company, is a member of the Better Business Bureau. Hank earned his financial planning credentials through Florida State University, the American College, and the University of Denver. Hank as President of EFS, Inc. is also a Registered Investment Advisor with the state of Tennessee.

Business Services Industry

Personal Finance II, Taxes 2008 Feature Releases

Business Wire, March 18, 2008

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