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Latest Articles

Estate

Problems with Probate
Four Steps to Valuing an Estate
Intellectual Property and Your Estate
Estate Strategies of the Rich and Famous
Estate Management Checklist
Steps to Protecting a Child with Disabilities
Yours, Mine, and Ours: Estate Strategies for Second Marriages
A Living Trust Primer

Investment

The Anatomy of an Index
A Primer on Dividends
A Taxing Story: Capital Gains and Losses
TIPS for Inflation
How Stocks Work
Mutual Funds vs. ETFs

Insurance

The Cost of Medical Care
What to Look for in an Extended-Care Policy
Inventorying Your Possessions
When Life Insurance Becomes Taxable
Understanding Extended Care
Assess Life Insurance Needs
The A, B, C, & D of Medicare
Medicare Advantage 101

Lifestyle

Prevent a Rift: Money Tips for Newlyweds
Money Draining Food Myths
Changing Unhealthy Behaviors
The Financial Literacy Crisis
How Boomers and Millennials Differ

Money

Buying vs. Leasing a Car
Making Sense of HSAs and FSAs
What Can You Buy With 529 Distributions?
Personal Finance Calendar
What If Your Kids Decide Against College?
Year-End Charitable Gifting and You

Retirement

Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
Deciding When to Take Social Security
Women on the Rise
Choosing a Retirement Plan that Fits Your Business

Tax

How to Make the Tax Code Work for You
What's My 2026 Tax Bracket?
Tax & Estate Strategies for Married LGBTQ+ Couples
Filing Final Tax Returns for the Deceased
What Is a 1035 Exchange?

Contact

Office: 415-810-1243

582 Market Street

Suite 1103

San Francisco, CA 94104

CA Life Insurance License #0D31267

vstimac@vsfp.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2026 FMG Suite.

Vanessa Stimac offers products and services using the following business names: VS Financial Planning – insurance and financial services | Ameritas Investment Company, LLC, Member FINRA / SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with VS Financial Planning. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.