Personal Finance & Tax III 2006 Feature Releases.

SAN FRANCISCO -- The following release focuses on the topic Personal Finance & Tax III:

ALL TIME-OFFS ARE IN EASTERN TIME

DENVER--Seven Key Issues Stand Between Baby Boomers and a Comfortable Retirement Lifestyle; ''But What If I Live: The American Retirement Crisis'' Provides a Wake-Up Call for a Generation of Over-Spent and Under-Saved Americans (08/21/06 10:16, SOURCE: Jackson National Life Insurance Company)

AVAILABLE EXPERTS

The following knowledgeable industry leaders and scholars from Business Wire's ExpertSource database are available to discuss topics relating to Personal Finance & Tax III:

Author of two books in the award-winning "Yes, You Can..." series by Stowers Innovations, Inc., Sam Goller is a knowledgeable source on personal finance. His first book, "Yes, You Can... Afford to Raise a Family," is the winner of a Benjamin Franklin Gold Parenting Award. "Yes, You Can... Afford to Raise a Family" is an innovative resource that helps parents create a healthy family lifestyle in today's environment of mounting consumerism. Sam's second book, "Yes, You Can... Achieve Financial Harmony," is a newlywed's guide to finances. Filled with practical "MatriMoney Tips" and real life "Loving Moments," the book tackles financial topics including setting up a budget, buying a first home and affording a family. Sam is also the spokesperson for Achieve Financial Independence Week(TM), which occurs annually during the third week of October. Achieve Financial Independence Week is dedicated to helping people improve their financial position so they can enjoy a better life. Inspired by the proven philosophies and practices of James E. Stowers, self-made billionaire and founder of American Century Investments, Inc., the week includes strategies and concepts for people at every life stage - from children to newlyweds to retirees. Sam has worked in the financial services industry for 16 years and can serve as a source for budgeting and financial basics, raising a family on a budget, aligning monetary beliefs and goals in marriage and relying on yourself for your financial needs. Sam has been a featured personal finance source in many national media outlets including "The Miami Herald," "The Kansas City Star," "The Indianapolis Star," "The El Paso Times" and "The San Diego Union Tribune." He has also bylined an article for "Military Money." Sam has appeared as a guest on several television shows including "Kansas City Live," the morning talk show for KSHB-41 (NBC), the KCTV-5 (CBS) morning show, as well as radio programs nationwide. Sam was a featured presenter at the 2002 American Business Woman's Association National Conference on the topic of financial independence. He also facilitated and served as a speaker for a personal finance Web seminar during Achieve Financial Independence Week 2005. PR Contact: Tricia Jaworski, 913-660-9659, [e-mail]

Mary Wilson, principal at Rothstein Kass - Certified Public Accountants, is a personal tax expert for high-net worth individuals, foundations and family offices. Wilson is a certified public accountant and attorney in New York and New Jersey. She also assists on federal and state tax audit engagements. Mary is a highly educated professional and holds two advanced degrees. She graduated with a J.D. from New York Law School and was admitted to the bar in both New York and New Jersey. Mary earned her M.B.A. in accounting from Pace University in New York, where she also obtained a B.B.A. in accounting. Mary is a sought-after tax expert and is often quoted in top news publications such as: The Wall Street Journal, Dow Jones Newswire, Investment News, The Associated Press, Star-Ledger, Regional business magazines, among many others. PR Contact: Shakira Brown, 973-994-6666, [e-mail]

With more than 23 years of experience in the financial services industry, Peggy S. Cabaniss, CFP has assumed the role of Chair of the National Association of Personal Financial Advisors (NAPFA) for 2005-06. Since joining NAPFA in 1992, Peggy has attended 20 different NAPFA National, Regional, and Advanced Planners conferences around the country. She has been dedicated to the mission of NAPFA through her involvement in both regional and national capacities. Peggy served as a Roundtable Leader at the 1997 National Conference and a panel member at a 1999 pre-conference Practice Management Workshop. She also chaired the pre-conference workshop at the 2002 National Conference in Nashville. Peggy has served as a member of NAPFA's Strategic Planning Committee in 2001, Full Disclosure Task Force in 2002, and Unity Task Force in 2002-03. She served as a member of the West Region Board of Directors for two 3-year terms and was President in 2000 and Chair in 2001. During the past two years Peggy served as Ethics and Education Director for the Nation Board. Professionally, Peggy is co-founder and president of HC Financial Advisors, Inc., a Fee-Only firm offering financial planning and investment management services. The company has carved out a specialty in building balanced portfolios with individual stocks and bonds, managing trusts, retirement planning, and income tax planning. She received her Bachelors Degree in Mathematics from the University of Arizona in 1966 and a Masters Degree in Information Science from UCLA in 1969. She was listed as one of the "Best Financial Advisers" by Worth Magazine. PR Contact: Benjamin Lewis, 301-963-7555, [e-mail]

Registered journalists can submit queries to the ExpertSource staff and/or search for more experts in this and various other topics by going to www.businesswire.com and logging in with your email address and PressPass password. If you are not registered, you may do so at www.businesswire.com. For more information or assistance with ExpertSource, please contact Stacey Seigler, ExpertSource Coordinator/Business Wire at 312/223-1037, [e-mail].

The following are upcoming Features Package release dates:

August 24 - Family III
August 29 - Hispanic Heritage Month
August 31 - Education I

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