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 .

When Employees Have Too Much of Their 401(k) in Company Stock

Linda RobertsonSeptember 14, 2011

With the recent roller coaster ride of the stock market, many employees have taken a closer look at their asset allocation within their retirement plans, … Read more

Benefit Trends: What Your Employees Can Expect – and Be Planning For

Linda RobertsonAugust 26, 2011

Our insurance agent delivered the bad news last week – the company’s health insurance premiums are going up 19 percent next year. To curb this huge cost … Read more

Benefit Trends: Does Phased Retirement Make Sense For Your Workforce?

Linda RobertsonAugust 18, 2011

Over the last five years, there has been great progress in the employee benefits arena for new employees entering the workforce. Auto enrollment into a DC … Read more

Employee Benefits: How Your Workplace Can be a Cut Above the Rest

Linda RobertsonAugust 9, 2011

I was traveling last week, cross-country, to facilitate a retirement preparedness workshop, so to fill the two hour layover I had at the airport, I found … Read more

Retirement Planning: How to Get More of Your Employees to Get in the Game

Linda RobertsonJuly 28, 2011

Do you have a population of employees that are still on the sidelines regarding participating in your retirement plan? According to a recent study by Aon … Read more

Maximizing Benefits, Part 4: Don’t Be Uncertain About Educating Employees

Linda RobertsonJuly 22, 2011

For the final part of my series, I want to focus on the last of the four key reasons why employers do not prioritize benefits education even though the … Read more

Maximizing Benefits, Part 3: Why Educating Employees Makes Sense

Linda RobertsonJuly 21, 2011

This week, I’ve been exploring the four key reasons why employers do not prioritize benefits education even though the majority of employers are very eager … Read more

Maximizing Benefits, Part 2: The Legal Problems in Offering Financial Advice

Linda RobertsonJuly 20, 2011

This week, I’m been explaining the four key reasons why employers do not prioritize benefits education, even though the majority of employers are very … Read more

Maximizing Benefits: Why You Can’t Do it When Short-Staffed in HR

Linda RobertsonJuly 19, 2011

Last month I wrote about a recent study that revealed a decline in employee perception of the value and satisfaction level of employer-provided benefits. … Read more

Are Your Employees Feeling Dissatisfied With Their Benefits?

Linda RobertsonJune 15, 2011

According to a recent study by Prudential, many employees’ perceived value and satisfaction with their benefits is declining. Based on the fifth annual … Read more