Grace S. Yung

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

MoneySmart: Economic Inequality

August 31, 2018
0 233

Survey highlights financial challenges faced by LGBTQ people.

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Columns

MoneySmart: A Crash Course in the TRS

July 30, 2018
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Navigating the Teacher Retirement System of Texas.

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Columns

Untangling Your Finances in a Divorce

July 6, 2018
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Same-sex couples face new issues thanks to marriage equality.

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Columns

MoneySmart: How Much Do You Need to Retire?

June 1, 2018
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It’s never too early to begin planning.

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MoneySmart

MoneySmart: Recovering from the Loss of a Spouse

May 4, 2018
0 17

Same-sex survivors are now entitled to additional benefits.

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Columns

MoneySmart: Best Cities for LGBTQ Retirees

April 4, 2018
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Seniors have plenty of options, but why not stay in Houston?

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Columns

How Will Tax Changes Affect You?

March 2, 2018
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Employees should already see updated figures on their paychecks.

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Columns

MONEY: Facing the Challenges of Long-Term Care

February 9, 2018
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LGBTQ adults should plan ahead for unique issues.

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Columns

Is Your Portfolio in Line with Your Risk Number?

January 5, 2018
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Investors should consider a customized strategy that includes return expectations.

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MoneySmart

Looking Out for Aging Loved Ones

December 11, 2017
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Strategies for adult children to reduce the financial toll.

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