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.
Columns

Financial Planning for Singles

Creating a plan is essential for those without life partners.

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Here for All of Life’s Ups and Downs

Helping a dying client is the most difficult part of a financial planner’s job.

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Get Your Guard Up

How to protect yourself against identity theft and cyberattacks.

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Moving to a New Job?

Consider moving your retirement plans from previous employers as well.

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Should You Sell in May?

A new look at the old stock-market adage.

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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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