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

Making the Most of Medicare

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

Read More »
MoneySmart

Calling It Quits

Retiring early is not always as easy as it sounds.

Read More »
MoneySmart

The Pitfalls of Reverse Mortgages

Is it wise to borrow against your home equity?

Read More »
MoneySmart

Financial Planning for Couples

Things to consider when there are two of you.

Read More »
MoneySmart

A Fresh Look at Bank Failures

It’s wise to develop a plan to protect and diversify your assets.

Read More »
MoneySmart

Dealing with Debt

How to help a relative or friend who isn’t good with money.

Read More »
MoneySmart

The New Retirement-Savings Landscape

The recently passed SECURE Act 2.0 can benefit your savings strategy.

Read More »
MoneySmart

A Financial Checklist for the New Year

Some tips to keep your financial plan on track.

Read More »
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…

Read More »
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…

Read More »
Back to top button