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.
MoneySmart

Not Your Grandfather’s Annuity

A second look at the much-maligned retirement investment.

Read More »
MoneySmart

Retiring as a Federal Employee

Plan ahead to take advantage of a wide range of benefits.

Read More »
MoneySmart

Is Your Business Properly Structured?

Don’t lose out on the key benefits of small-business ownership.

Read More »
MoneySmart

Making the Most of Medicare

If you’re approaching age 65, it’s time to plan ahead.

Read More »
MoneySmart

Calling It Quits

Retiring early is not always as easy as it sounds.

Read More »
MoneySmart

The Pitfalls of Reverse Mortgages

Is it wise to borrow against your home equity?

Read More »
MoneySmart

Financial Planning for Couples

Things to consider when there are two of you.

Read More »
MoneySmart

A Fresh Look at Bank Failures

It’s wise to develop a plan to protect and diversify your assets.

Read More »
MoneySmart

Dealing with Debt

How to help a relative or friend who isn’t good with money.

Read More »
MoneySmart

The New Retirement-Savings Landscape

The recently passed SECURE Act 2.0 can benefit your savings strategy.

Read More »
Back to top button