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Author Archives: Linda Robertson
Employee Tax Education: Are Prep Fees Too Taxing on Your Lower Income Workforce?
For many lower income employees, their yearly tax return provides more than just a refund of their tax withholding – it can include refundable tax credits that can add thousands of additional dollars to their bank account. The Earned Income … Continue reading
Re-Evaluating Your HSA for Your Workforce
Last week’s mail started the avalanche of end of year statements and one of the first to arrive was my HSA statement. I am lucky to be in pretty good health so I don’t mind having a high-deductible health plan. … Continue reading
Sparking the Interest of Retirement Readiness with Your Employees
My favorite gift from this past Christmas has to be my new Kindle Fire. I would have never bought one for myself, however, because I swore that the reading experience from turning the pages of an actual book could not … Continue reading
Helping Employees Cope with Medical Bills
Flying home last week from the wintry northwest, I heard lots of sneezing and sniffles from my fellow travelers. Although we’ve been lucky to have such a mild winter so far, cold January weather usually brings with it the onslaught … Continue reading
You’re Hired! But Not With That Credit Score
As we enter the New Year, the job market is finally starting to pick up the pace. According to Career Builder’s annual job forecast, 23% of the employers who participated in the survey plan to hire full-time, permanent employees in … Continue reading
Workforce Retirement Readiness: “Stepping Up” to the Challenge
I met with Lauren recently, a mid-career employee in her thirties who wanted to know if she was on track for retirement. I asked her how much she was contributing and she told me 6%, which is the minimum to … Continue reading
A Workplace Twist on Balance Transfer Day
In case you missed it, two Sunday’s ago was designated as Balance Transfer Day, based on a Facebook-led protest against big banks that encouraged consumers to switch their high interest credit cards for cards with lower rates or 0% teaser rates. The … Continue reading
The Roth 401(k) – Where’s a Crystal Ball When You Need One?
Will you be in a higher or lower tax bracket when you retire? This is the typical question asked of employees when they are faced with the decision to choose between a pre-tax or Roth 401(k) option, sponsored by their … Continue reading
The Impact of Financial Stress on Job Productivity
Stress is a part of life and isn’t necessarily a good or bad thing. Personally, I prefer less stress. But, in small doses stress can help us perform better under pressure and provide the necessary motivation to perform important tasks … Continue reading
Surveying Employees: What’s Gained from the “Inner-view”
Whether you’re trying to get feedback on a new employee benefit, employee morale, or about company management, employee surveys are typically the best way to gather voluntary data and opinions from your workforce. The problem is how to get the … Continue reading
