Friday , 30 January 2015

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About 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 2014 September issue of Texas Monthly.
Bi-national Same-sex Couples

Bi-national Same-sex Couples

January 01, 2015(0) Comments

Challenges and solutions ...

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Before Tying the Knot…

Before Tying the Knot…

December 01, 2014(0) Comments

...factors to consider. ...

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Social Security . . .and same-sex married couples

Social Security . . .and same-sex married couples

November 03, 2014(0) Comments

Even though we’ve heard a lot lately about the uncertainty of future Social Security benefits, the truth is that this program is likely to still be in place long into the future—but it may have to fac ...

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Identity Theft

Identity Theft

October 01, 2014(0) Comments

How to guard against identity theft. MoneySmart ...

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Assisting a Loved One Who Has Cognitive Impairment…

Assisting a Loved One Who Has Cognitive Impairment…

September 01, 2014(0) Comments

...while protecting your own financial security. MoneySmart ...

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Charitable Gifting through Estate Planning

Charitable Gifting through Estate Planning

August 01, 2014(0) Comments

Throughout our lifetimes, there are certain charitable organizations that are likely to touch our hearts. ...

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Improper Titling of Assets…

Improper Titling of Assets…

July 01, 2014(0) Comments

...could lead to trouble down the road. ...

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How to Plan for Retirement…

How to Plan for Retirement…

May 01, 2014(0) Comments

if you think you’re behind. ...

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All in the Family

All in the Family

April 01, 2014(0) Comments

MoneySmart: Insuring our four-legged family members. ...

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Family Finances

Family Finances

March 01, 2014(0) Comments

LGBT family financial matters. From starting a family to preparing for the unexpected. ...

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