Financial Wellness @ Work

Author Archives: Linda Robertson

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)

Out With The Old

As the cold weather settles in for the winter here in the northeast, out come all the wool sweaters and turtlenecks from the back of the closet.  This is also the time of year I do a once over of my wardrobe to prepare for my yearly donation to Goodwill. Now, I don’t have any sweaters that could win in the contest for the ugly Christmas sweater party, but there are a few that I accidentally washed and shrunk that no longer fit. So these shrunken sweaters, along with out-of-fashion cowl neck and peplum tops, need to go. Even the long, flowing waterfall sweaters that I stocked up on last year are no longer fashionable, according to whowhatwear.comRead more

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Know Your Limits

With New Year’s Eve celebrations right around the corner, it is important to know your limits.I don’t mean your limit on glasses of champagne and calorie intake, although those limits are also pretty important while you ring in the new year. Uncle Sam has some changes in store as we head into 2015.  Read more

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Today is Giving Tuesday

As you reflect back on your holiday weekend, what are you thankful for?  Hopefully, you had a chance to share a Thanksgiving meal of turkey and all the fixings with your family and friends, followed by pumpkin or pecan pie.Perhaps you headed out early to the mall for the deals on Black Friday, where (if you shop like I do) you bought gifts for your loved ones and a few things for yourself, too. For those fortunate enough to be able to buy a turkey feast and to hit the malls or get in on the cyber deals online yesterday, how about giving today to those much less fortunate? Read more

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When Planning Really Matters

Last week, a colleague of mine lost her best friend to cancer. She was one of those people whose presence made you feel at peace. She also was great at planning for the future.  Read more

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Fire Drill For The What Ifs​

A co-worker recently had a scare when her husband was admitted to the hospital for a possible heart attack. His family has a history of heart problems so she was terrified at the thought of her life without her best friend, having to explain to her children they’d lost their dad, and not spending the rest of her life with him. She shared with me all sorts of thoughts that started creeping into her head…all of the “what ifs.” (Luckily for her, his health problem was not severe, just early symptoms of diabetes, and his problems are treatable with lifestyle changes.) Read more

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Think Long Term For The Holidays

So the weather is cooling down and immediately we start thinking about all of the yummy holiday food and spending time with our loved ones. After we start basking in the glow of chocolate chip cookies and family, it slowly starts to sink in that this time of the year is expensive. Between traveling, Thanksgiving Day meals, and presents, you and your wallet are exhausted by New Year’s. So what is a gift-giving person to do? Read more

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How to Thank and Help Our Future Veterans

With Veteran’s Day around the corner, we stop to thank those, past and present, who have served our nation and protected our freedoms. We all know that they volunteer to spend time away from home and family and risk their lives to keep us safe. The tragic stories of service members suffering from PTSD and life altering injuries tear at our hearts. What no one talks about is the financial hardships that many of our service members face.  Read more

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A 5k Vacation

One of my favorite commercials is from Mastercard with all the kids begging their parents to “take one more day” of their unused vacation and they present Mom and Dad some pretty compelling reasons why taking at least one more day is priceless.  For those that do decide to take a family vacation, there IS a price, and it’s usually not cheap.  In fact, a recent Forbes article puts the average cost for a family of four at almost $5k after tallying up the cost of airfare, hotel, food, and taxes.  Read more

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Is Bigger Better?

JLo and I have something in common regarding our rear ends – our recent car accidents, that is. We both walked away unhurt and with minimal damage to our SUVs after being rear-ended at a stoplight. Not so lucky was the  young driver of the Honda Civic who hit me from behind since his entire front end was crushed like an accordion.  JLo’s accident was due to a drunk driver so he is probably even more unlucky. Read more

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How to Manage Student Loan Debt in Retirement

You’ve worked hard both in the professional world and at home raising your family and retirement is just around the corner. Now it is your turn to relax – somewhat — and do the things you love and want to do. But what if you haven’t finished paying off your student loan debt?  Read more

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