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.
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Is It Time to Pay Off Your Mortgage?

Consider the pros and cons of eliminating a mortgage vs. increasing other investments.

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Not All Financial Advisors Are Created Equally

Why consulting with a CFP can make a difference.

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The No-Spend Challenge

How to decrease expenses and increase savings.

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Putting Your Money Where Your Mouth Is

The pros and cons of ESG investing.

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What’s New with Social Security?

Next year’s policy changes could affect even those who haven’t retired yet.

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Dealing with Dementia

Plan wisely for the cost of long-term care.

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Facing a Long-Term Job Loss?

Here’s what you need to do to keep your finances on track.

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Do you need a Financial Physical?

How to make sure your portfolio stays fit.

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Expanding Your Family?

Make sure you have the financial and legal safeguards in place.

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Social Security Benefits for Same-Sex Spouses

Will you need to fight for what’s rightfully yours?

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