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.
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Secure Your Retirement Savings

How to reduce your tax bill on inherited retirement funds.

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New Year, New You

Resolve to stay physically and financially fit with meal prepping.

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Tax-Loss Harvesting

How to use investment losses to reduce your income-tax bill.

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Should You Co-sign a Loan or Lend Money?

How to help someone out financially without damaging your own credit.

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Does Uncle Sam Want to Tap Your Retirement Savings?

Yes, thanks to the SECURE Act.

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Promoting Respect

Will the PRIDE Act make it easier for same-sex couples to access government benefits?

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Finding ‘The One’ Later in Life

Are you and your partner a good financial match?

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Financial Planning in the Face of Dementia

A caregiver’s point of view.

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It’s All About Cash Flow

The secret power of passive income.

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Financial Education and Changing Your Mindset

Although we place a great deal of emphasis on going to school and getting a good education, the reality is…

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