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)

Common Myths About 529 Plans

My daughter-in-law is not alone in her confusion about college savings plans. Continue reading

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Posted in College Planning, H.R. Guru | Tagged , , , , , | Leave a comment

Spring Fever? Go Wild in the Park

Get out and enjoy a national park for free this weekend. Continue reading

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Will April Showers Bring May Flowers?

Simple preventative measures taken now can go a long way to preserving your perennials – saving you lots of money over the long term by not having to replace plantings. Continue reading

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Don’t Be Fooled By Free Birthday Offers

Lesson here: ALWAYS read the small print! Continue reading

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Spring Break Isn’t Just for College Kids

So whether you are young or old, as you make plans for your own spring break, consider checking out a visit to the Grapefruit League. Continue reading

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A “Tail” of Two Kitties

April 2nd is National Employee Benefits Day and this year’s focus for the IFEPB is to increase awareness of the retirement crisis. Continue reading

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Posted in H.R. Guru, Retirement Planning | Tagged , , , , , | Leave a comment

Mind These 3 “De”s When Listing Your Home

If you’re planning on taking advantage of the housing recovery by listing your home for sale this spring, remember that you never get a second chance to make a first impression. Continue reading

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

Hidden Benefits of a Healthy Smile

What’s the cost of not taking care of your teeth? Continue reading

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Don’t Overlook These Commonly Missed Tax Breaks

Just make sure you don’t overlook some of the following items that could increase your tax refund: Continue reading

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Not Quite A Cashless Society

Even if you prefer to use a debit or credit card for convenience or for tracking your spending, it is always a good idea to carry around at least a few bucks in your pocket in case you also run into a “cash only” sign. Continue reading

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