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

Same-Sex Couples And Social Security

For roughly 80 years, many Americans have counted on the “safety net” provided by Social Security. This program has been…

Read More »
Columns

Selling Appreciated Assets? Watch Out For The Tax Man

In today’s world of volatile stock markets and the uncertain real-estate landscape, it can be tempting for investors to sell…

Read More »
Columns

Living Within Your Means: And What About Your Savings?

Setting the course for a comfortable retirement—which includes having ample investments from which to draw income—starts by having good savings…

Read More »
Columns

Coming into a Large Sum of Money: Making The Right Choices With A Financial Windfall

A sudden influx of cash can really become a negative issue if you don’t make the right choices with the…

Read More »
Columns

Getting Things in Order: Ensuring That Those You Care About Can Move Forward

While end-of-life planning is usually not a topic that people enjoy discussing, there will come a time when these conversations…

Read More »
Columns

Marriage Equality: What It Means for Financial Planning

Given this new Supreme Court ruling, same-sex couples who have tied the knot will now be able to move forward…

Read More »
Columns

A Roth IRA Alternative?: Tax-Free Income Vehicles For High-Income Earners

When preparing for retirement, there are a variety of different planning strategies that you could consider.

Read More »
MoneySmart

Chart Your Own Course: A Formal financial Plan Can Provide You With a Customized “Road Map”

When it comes to financial planning, everyone is different.

Read More »
MoneySmart

Post-DOMA Planning Update

What is—and isn’t—allowed.

Read More »
Columns

Your Financial Future

What to look for in a financial adviser. MoneySmart

Read More »