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

Home Ownership for Unmarried Couples

There are special legal and financial issues to consider.

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Columns

Tips for First-Time LGBTQ Diverse Investors

Are you new to investing? In the world of investing, the power of compounding is a force to be reckoned…

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MoneySmart

Creating a Legacy

Maximize your impact through charitable giving during your lifetime and beyond.

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MoneySmart

Let’s Get Organized!

Seemingly small changes in your financial plan can lead to substantial results.

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MoneySmart

Your Year-End Financial To-Do List

What to do by the end of the year to keep your finances on track for 2024.

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MoneySmart

Not Your Grandfather’s Annuity

A second look at the much-maligned retirement investment.

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MoneySmart

Retiring as a Federal Employee

Plan ahead to take advantage of a wide range of benefits.

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MoneySmart

Is Your Business Properly Structured?

Don’t lose out on the key benefits of small-business ownership.

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MoneySmart

Making the Most of Medicare

If you’re approaching age 65, it’s time to plan ahead.

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MoneySmart

Calling It Quits

Retiring early is not always as easy as it sounds.

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