Author Archives: Linda Robertson

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About Linda Robertson

CFP®, AFC, ChFC®, Masters in Financial Planning, CEBS

Linda Robertson is a Senior Resident Financial Planner at Financial Finesse. Linda has a keen ability to bring financial planning and workplace benefits planning together to help employees maximize their benefits.

Linda is a widely sought after public speaker specializing in workplace employee financial issues and writes a weekly blog on the subject.

Her background includes 18 years in the financial services industry with positions ranging from Banking to Tax Specialist to Financial Planner. She achieved the CERTIFIED FINANCIAL PLANNER™ designation in 1999 and the Chartered Financial Consultant (ChFC) designation in 2001.

Favorite Book: Nudge by Richard Thaler and Cass Sunstein

Fun Fact: Linda uses her vacation home down in Florida as her "landing pad" between her cross-country travels when the weather isn't nice in Philly.

Favorite Quote: Just Do It (Nike Slogan)

Will the Grass Really Be Greener?

Lawn care can be a significant cost of homeownership so don’t get caught unprepared as I was this year. Continue reading

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Hungry? Don’t Let Haste Flame the Fire

Learn from my mistake, and with Memorial Day weekend soon approaching, take a few minutes now to clean and prep your grill and save the cost of replacing your cooker. Continue reading

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The Cost of Raising My Colt

A government report last year from the Agriculture Department’s Center for Nutrition Policy and Promotion found that middle-income parents will spend about $235,000 in child-related expenses from birth through age 17. Continue reading

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April Showers Don’t Always Bring May Flowers, But May Mean Bringing Gifts

Here are some cost saving ideas if you are attending a bridal shower this spring. Continue reading

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You Want To Flip THAT House?

There are still plenty of foreclosures available at discounted prices from the banks along with abandoned homes that are sold due to vacancy or back taxes but if you’re not careful, you could get burned. Continue reading

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Posted in H.R. Guru, Real Estate | Tagged , , , , , | Leave a comment

Make Spring Cleaning Pay Off For You

I bet your garage is filled with as much garbage as mine. However, your trash could be someone else’s treasure! Continue reading

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Whittle Away at Your Waist, Not Your Wallet

Tweet Spring break isn’t only for college kids. I’ve been enjoying the last two weeks of March down in Florida for my own spring vacation for the past several years. But being on vacation usually means frequently eating out, which … Continue reading

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Chocolate Treats Aren’t Just for Easter!

Tweet You can never get too much chocolate and the International Foundation of Employee Benefit Plans (IFEBP) can help feed your sweet tooth when you check out their ACA supply kit, available for next week’s National Employee Benefits Day.  Not … Continue reading

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Helpful Tips for Househunters

Tweet Thursday is the first day of spring, which means daffodils in bloom, Easter egg hunts, and new homebuyers coming out of hibernation.  For employees considering a home purchase this spring househunting season, their decision could be the best or … Continue reading

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Posted in Buying a Home, H.R. Guru, Workplace Financial Education | Tagged , , , , , | Leave a comment

Get Ready: April is Financial Literacy Month

Tweet I always like an excuse to plan a party or event, so here’s a good reason to plan something for your workforce during the month of April. Financial Literacy Month actually evolved from Financial Literacy Day, first introduced by … Continue reading

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