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.
Columns

A Fourth Retirement: Planning for the Different Phases of our Golden Years

Although many of us regularly set money aside for “retirement,” the reality is that retirement isn’t necessarily just a single…

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Columns

Scoring Good Credit: Point Yourself in the Right Direction by Improving Your Credit Rating

Maintaining a good credit score is essential to your overall financial health.

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Buy or Rent a Car or Home?: Making Wise Long-Term Financial Decisions

Since you probably aren’t able to simply write a check to pay for a home or car, you will typically…

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Columns

Dementia: What To Do If a Loved One Can No Longer Live on their Own

Caring for someone with dementia—regardless of whether it is a parent, a partner, a spouse, or another loved one—involves a…

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Columns

Climbing Mount Everest: Planning the Proper Distribution of your Assets

Many of us are even more unprepared to turn those savings that we’ve accumulated into a lasting stream of income…

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Columns

Estate Planning Isn’t Just for the Rich

Planning is actually important for everyone, regardless of how many assets you have or what your marital status is.

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Columns

Keeping It Fair Financially When Taking the Next Step in your Relationship

Before you start picking out the china pattern, there are some financial issues that you both should consider—and discuss—prior to…

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Columns

Keeping Your Savings Intact…Even in the Midst of a Layoff

Over the past year and a half, many people here in the oil capital of the U.S. have seen their…

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Columns

Turning 65: Should You Take Medicare or Hang on to Employer-Sponsored Health Insurance Coverage?

If you’ll be turning 65 soon, you’re likely aware that you will be eligible for health insurance benefits through Medicare.

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Columns

Raising Investment-Savvy Kids

Four strategies for ensuring good money habits in your children.

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