Grace S. Yung

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

A Financial Checklist for the New Year

Some tips to keep your financial plan on track.

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Columns

Time for a Getaway?

As we emerge from the darkest days of the COVID-19 pandemic, there seems to be a new travel trend. We…

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MoneySmart

Dealing with High Medical Bills

Working with a financial professional who is also LGBTQ-friendly can better ensure that your plan is in line with the…

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MoneySmart

Thinking About Starting a Family?

Many same-sex, transgender, and other LGBTQ couples want to build a family. But unlike opposite-sex cisgender couples, the process of…

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MoneySmart

Money Smart: Have You Received an Inheritance?

While most people relish the idea of receiving a nice windfall, the passing of assets and property doesn’t always go…

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Columns

Buying vs. Renting

Is it smarter to purchase or lease your next home?

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Columns

Social Security for Same-Sex Couples

Navigating the benefits that you may (or may not) qualify for.

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Columns

Keeping Your Financial Plan on Track

…even if marriage equality is derailed.

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Columns

Saving for a Rainy Day

Why does it matter, and how can I get started?

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Columns

Operating in One Accord

Financial tips for LGBTQ newlyweds.

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