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

Post-DOMA Planning Update

What is—and isn’t—allowed.

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Columns

Your Financial Future

What to look for in a financial adviser. MoneySmart

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Columns

Pros and Cons of Comingling Assets

. . . with your domestic partner

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MoneySmart

Planning Strategies for Same-Sex Couples with an Age Gap

...for same-sex couples with an age gap. MoneySmart

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Columns

Bi-national Same-sex Couples

Challenges and solutions

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Columns

Before Tying the Knot…

...factors to consider.

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Columns

Social Security . . .and same-sex married couples

Even though we’ve heard a lot lately about the uncertainty of future Social Security benefits, the truth is that this…

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Columns

Identity Theft

How to guard against identity theft. MoneySmart

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Columns

Assisting a Loved One Who Has Cognitive Impairment…

...while protecting your own financial security. MoneySmart

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Columns

Charitable Gifting through Estate Planning

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

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