Augustine Financial, LLC

07/20/2026

We're excited about the future at Augustine Financial as we continue our transition to LPL Financial!

Last week, Erin attended the Chicago Women's Regional Meetup, where she connected with an inspiring community of women dedicated to collaboration, professional growth, and supporting one another. We're grateful for opportunities like these as we become part of the LPL community and continue building relationships that help us better serve our clients.

It's an exciting time for our team, and we look forward to all that's ahead!

07/04/2026

🎆 Happy Independence Day! 🎇

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭

Happy Birthday, America! 🎂🎈

06/19/2026

Our freedoms remain vital. Wishing you a joyful Juneteenth as we mark the end of slavery in the United States.

05/29/2026

👀📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contributions can grow significantly over time.

Here are a few points to consider:
📚 529 plans are an effective college savings vehicle with potential tax advantages.
📚Any family member can contribute or even set up a plan (Grandparents love this!).
📚Withdrawals for education expenses are federally and usually state tax-free.
📚Under certain conditions, some funds can now be rolled over into a Roth IRA.

Starting early can make a big difference!



A 529 plan is a tax-advantaged college savings plan. Before choosing a plan, it's important to consider not only the state tax treatment, but also any associated fees and expenses. Availability of a state tax deduction will depend on your state of residence, as state tax laws and treatment may vary from federal tax laws. If you make nonqualified distributions, earnings will be subject to income tax and a 10% federal penalty tax.

03/08/2026

12/03/2025

We celebrated with ugly sweaters, white elephant exchange, grasshoppers, and a toast to Linda's 19 years at the Augustine Financial staff Christmas party today! Sending much love, laughter and joy to all this season!

12/02/2025

🌍 It's Giving Tuesday!

A global celebration of generosity and community. Whether you're donating time, money, or kindness, every act counts.

Let today be a reminder that even the smallest gestures can make a meaningful difference.