Linda Robertson

Linda Robertson is an experienced financial planner with FinancialFinesse.com, the nation’s leading provider of unbiased financial education programs to corporations, credit unions and municipalities with over 400 clients across the country. Her focus is on retirement and tax planning, and her background includes positions with NationsBank, H & R Block, and Metropolitan Life. Contact her at linda.robertson@financialfinesse.com .

Health Savings Accounts: Is It Time to Make a Change For Your Workforce?

Linda RobertsonJanuary 27, 2012

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 … Read more

How You Can Help Employees Cope With Their Medical Bills

Linda RobertsonJanuary 23, 2012

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 … Read more

You’re Hired! But Not With That Credit Score

Linda RobertsonJanuary 11, 2012

As we move more into the New Year, the job market gives some signs that it may finally be starting to pick up the pace. According to Career Builder’s … Read more

The Roth 401(k)? Helping Employees Look Into That Crystal Ball

Linda RobertsonDecember 15, 2011

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 … Read more

The Impact Financial Stress Has on Employees and Workplace Productivity

Linda RobertsonDecember 7, 2011

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 … Read more

Some Rules of Thumb For Employees During Open Enrollment

Linda RobertsonNovember 11, 2011

When ordering take-out last night for my family, I used a rule of thumb that when you order Chinese food, you should ask for one entree less than the … Read more

Retirement Plans May Get a Jolt With Cost of Living Increase

Linda Robertson and amysuitsNovember 2, 2011July 3, 2023

With our current inflation rate running over 3 percent, the IRS recently released increased 2012 contribution levels for employer sponsored retirement … Read more

What Your Employees Should Know About Company Stock Awards

Linda RobertsonOctober 14, 2011

I recently spoke to a freshly minted MBA graduate who was so thrilled to have had landed her first job in this tough job market, but her icing on the cake … Read more

What You Can Do When Employees Get Nuisance Calls at Work

Linda RobertsonOctober 6, 2011

For the umpteenth time this year, I got a call last night from someone who is trying to track down my ex father-in-law. The call came in on my business fax … Read more

Open Enrollment: Don’t Let It Be a Lost Opportunity for Your Employees

Linda RobertsonSeptember 30, 2011

It’s open enrollment season, and many employees are making the key decisions that will impact both their health coverage and tax situation for 2012. … Read more