Grace S. Yung

Grace S. Yung, CFP, is a certified financial planner practitioner with experience in helping domestic partners plan their finances since 1994. She is a principal at Midtown Financial LLC in Houston and was recognized as a “Five-Star Wealth Manager” in the September 2017 issue of Texas Monthly.
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Stay a Step Ahead of Credit and Debit Card Fraud

Fraudsters are getting smarter, but you can stay ahead. With practical tips for safer credit and debit card use, you’ll…

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Investing on the Digital Frontier

A primer on cryptocurrency’s origins, risks, and regulation, plus how ETFs offer exposure without private keys—and why crypto’s volatility makes…

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How the ‘One Big Beautiful Bill’ Could Affect Your Finances

The sweeping 'One Big Beautiful Bill' brings changes to taxes, retirement, healthcare, and estate planning. Here's what it means for…

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Medicaid and Long-Term Care

As care costs rise and insurance remains inaccessible to many, Medicaid may offer essential long-term support—if you know how to…

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Lowering Taxes on Higher Incomes

From charitable giving to retirement contributions, here are five tax strategies LGBTQ high earners can consider—plus how marriage impacts your…

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What Federal Employees Should Know About Early Retirement Under VERA

Learn how early retirement under VERA affects your federal pension, Thrift Savings Plan, and health benefits—plus what to consider before…

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Retiring with Confidence

Discover the Buckets of Money Strategy, a financial planning approach that helps individuals manage retirement savings effectively and create a…

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Choosing the Right Power of Attorney

Choosing a power of attorney is a crucial decision that requires careful consideration.

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Same-Sex Marriage Uncertainty

The repeal of same-sex marriage rights could have significant impacts on LGBTQ individuals and couples, affecting retirement planning and tax…

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Take Control of Your Finances

You can overcome your money fears with a solid plan for success.

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