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)

Don’t Let the Tooth Fairy Take Back Cash From Your Employees

Dental implants are becoming a common solution to missing teeth and an alternative to bridge and crown work.   However, according to WebMD.com, many dental insurance plans do not cover implants.  My husband, Dave, learned this the hard way when our … Continue reading

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Making Your Benefits Communications Oscar-Worthy

The Oscar awards were on TV this past Sunday but since there were no actors I was rooting for, my husband decided we were going to rent a movie so he picked Tower Heist, which after watching it I can … Continue reading

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Educating Older Workers on the ABCs of RMDs

With the yearly chore of tax filing upon us, all those year-end retirement account statements can become quite confusing for your group of employees who have chosen to remain in the workforce into their seventies.  Which accounts can they still … Continue reading

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Get Your Workforce Money Motivated with America Saves Week

We can’t all win the lottery next week, but amazingly 21% of Americans—38% of those with incomes below $25,000—think that winning the lottery represents the most practical way for them to accumulate several hundred thousand dollars, according to the American … Continue reading

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Valentine’s Alert: Educate Your Workforce on Providing for Their Loved Ones

According to a recent study by LIMRA, over 30% of U.S. households have no life insurance coverage, and this includes close to 11 million households that have a child under age 18 who SHOULD have coverage as part of their … Continue reading

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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

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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

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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

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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

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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

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