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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What Federal Employees Should Know About Early Retirement Under VERA

Learn how early retirement under VERA affects your federal pension, Thrift Savings Plan, and health benefits—plus what to consider before…

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Retiring with Confidence

Discover the Buckets of Money Strategy, a financial planning approach that helps individuals manage retirement savings effectively and create a…

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Choosing the Right Power of Attorney

Choosing a power of attorney is a crucial decision that requires careful consideration.

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Same-Sex Marriage Uncertainty

The repeal of same-sex marriage rights could have significant impacts on LGBTQ individuals and couples, affecting retirement planning and tax…

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Take Control of Your Finances

You can overcome your money fears with a solid plan for success.

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Year-End Financial Planning: Strategies to Set Yourself up for Success in 2025

Get ready for a prosperous 2025 with these essential year-end financial planning tips.

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The Power of Compounded Interest

Why young people should start saving early in a Roth IRA account.

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The Pros and Cons of a Cash-Out Refinance

Should you use your home’s equity for other financial needs?

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Preparing for Hurricane Season: Protecting Your Home and Finances

Protect your home and assets from hurricane damage with the right insurance coverage. Learn how to prepare for storms and…

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Planning for the Unforeseen

Financial emergencies can happen to anyone at any time. It pays to be prepared.

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