The Erskine Group

The Erskine Group Planning with purpose. Growing with grace. Wealth management and financial planning tailored for your life. Didine M.

Proudly independent, supported by LPL Financial.
šŸ“College Station, TX | šŸ“… Book at theerskinegroup.net Erskine, CFPĀ®
Financial Planner, Founder
The Erskine Group, LLC
Securities offered through LPL Financial, Member FINRA/SIPC.

Motivational Monday: Half the Year Is Gone. The Other Half Is Yours.June 1. Five months behind you. Seven still ahead.If...
06/02/2026

Motivational Monday: Half the Year Is Gone. The Other Half Is Yours.
June 1. Five months behind you. Seven still ahead.

If you are not where you wanted to be financially at this point in the year, here is the most important thing I can tell you: there is still time. A lot of it.

Seven months is enough to
-increase contributions,
-build an emergency fund,
-pay down debt,
-open a 529, or
-finally have the estate planning conversation you have been putting off.

What it is not enough time for is waiting until September to start.
You are not behind. You are at halftime.

The second half starts today. What are you going to do with it?

theerskinegroup.net

06/01/2026

Most people spend decades planning for the financial risks of retirement. Almost no one plans for the social ones.

06/01/2026

The dominance of Americaā€™s currency runs deeper than oil.

05/31/2026

Longevity planning misses out on the importance of community and connection, which research shows to be the best driver of health and a long life.

05/31/2026

Without Social Security, few Americans could retire at age 67 without fear of poverty-ridden old age. More than 40% of those over the age of 80 receive 90% or more of their income from the retirement program.

05/31/2026

Homeownership rates rise sharply with incomeā€”upper-income households are far more likely to own homes than lower-income households.

05/30/2026

Airfare spikes, delays and overbooked flights are hitting travelers hard. Hereā€™s how to not get burned.

05/30/2026

Protecting against the risk of cognitive decline is just as important as protecting against market risk and longevity risk and can be addressed at the same time.

05/30/2026

AI is changing work faster than ever. Hereā€™s some advice leaders can give graduates and young people navigating an uncertain future.

Financial Fun Fact Friday: Happy 529 Day! May 29 = 5/29 = 529.Yes the 529 education savings plan has its own holiday and...
05/30/2026

Financial Fun Fact Friday: Happy 529 Day! May 29 = 5/29 = 529.
Yes the 529 education savings plan has its own holiday and yes the punniest.

What you need to know in 2026: there is no IRS annual contribution limit on 529 plans. The practical limit comes from the gift tax exclusion at $19,000 per person per beneficiary, or $38,000 for married couples contributing jointly.

Superfunding lets you contribute five years at once. That is $95,000 single or $190,000 married in one lump sum with no gift tax filing required if you elect the five year spread on Form 709.

529 plans now cover K-12 tuition, apprenticeships, and under SECURE 2.0 unused funds can roll into a Roth IRA for the beneficiary after fifteen years. The 529 to Roth rollover is one of the most underused planning tools available right now. If you want to know whether it applies to your situation, let's talk.

Anyone can contribute. Grandparents, family friends, anyone who loves a child and wants to give a gift that actually compounds.

Happy 529 Day. Open one. Fund one. Tell someone about one.

theerskinegroup.net

Address

1716 Briarcrest Drive Suite 328
Bryan, TX
77802

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+19799697777

Website

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