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)

Would You Scream for Free Ice Cream?

With July being National Ice Cream month, you don’t even need to scream to get ice cream and in some cases, a cold scoop could even be free! Continue reading

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Stay Off the Chex

I’m not warning you away from cereal, but from ChexSystems – a consumer reporting database used by 80% of financial institutions that determines whether you will be able to open a checking or savings account with a bank or credit union. Continue reading

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Here’s a $2 Million Jackpot Worth Playing For

Now you can combine the good habits of saving and paying down debt with the ability to win entries to prizes from SaveUp.com ranging from gift cards to the chance of winning the $2 million jackpot. Continue reading

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What’s Your PDQ?

What is the risk to losing your most valuable resource – your ability to earn an income? Continue reading

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5 Tips Before Your Road Trip

Minimize the risk of a roadside breakdown by following these 5 tips: Continue reading

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Those Were the Days

Since prices for food and gas have increased two to five times in the past 35 years since graduating but average pay hasn’t even doubled, Dave’s classmates need to consider how inflation will impact the cost of living over the next 35 years, taking them to the average life expectancy at 65 of 85 for men and 88 for women Continue reading

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Kimye Coupling Do’s and Don’ts

With summer as the most popular season for weddings, let’s talk about weddings and financing them. Continue reading

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3 Tips to Be a Frugal Boater

When considering boating as a lifestyle choice, make sure it doesn’t sink your budget. Continue reading

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Celebrate 529 Day this Thursday, 5/29

Across the nation, events are taking place on Thursday with the goal of raising awareness about the benefits of 529 plans and the importance of planning ahead for higher education expenses. Continue reading

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Memorial Day Freebies for Your Military Family Members

If you have a military family member, there are also lots of activities that you can consider for this upcoming holiday weekend. Continue reading

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