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

MoneySmart: How Much Do You Need to Retire?

It’s never too early to begin planning.

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MoneySmart

MoneySmart: Recovering from the Loss of a Spouse

Same-sex survivors are now entitled to additional benefits.

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Columns

MoneySmart: Best Cities for LGBTQ Retirees

Seniors have plenty of options, but why not stay in Houston?

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Columns

How Will Tax Changes Affect You?

Employees should already see updated figures on their paychecks.

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Columns

MONEY: Facing the Challenges of Long-Term Care

LGBTQ adults should plan ahead for unique issues.

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Columns

Is Your Portfolio in Line with Your Risk Number?

Investors should consider a customized strategy that includes return expectations.

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MoneySmart

Looking Out for Aging Loved Ones

Strategies for adult children to reduce the financial toll.

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Columns

You’re Never Too Safe from Identity Theft

Recent data breaches underscore the importance of protecting yourself.

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Columns

Are You Ready for the Next Harvey?

Tips on recovering from—and preparing for—natural disasters.

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MoneySmart

Protect Yourself Before Buying a Home

Same-sex couples who own property together can face unique challenges.

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