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 .

The Impact of Being a Highly Compensated Employee

Linda RobertsonFebruary 21, 2011

Some of your employees may have recently received a letter in the mail notifying them that they are considered an HCE – highly compensated employee. The … Read more

Workplace Financial Stress: A Major Cause of Health Problems

Linda RobertsonFebruary 7, 2011

With the economy still on shaky ground, many employees are understandably worried about their jobs and their finances. Unfortunately, stressing over work … Read more

Trends in Employee Benefits: In-Plan Roth Rollovers for Your 401(k)

Linda RobertsonJanuary 14, 2011

As if the Roth vs. pre-tax 401(k) contribution decision isn’t enough already to cause confusion for employees, now the IRS has allowed employers to offer … Read more

Financial Education at Work: Helping Employees With Their 2% Decision

Linda RobertsonJanuary 10, 2011

Now that our politicians have finally come to a decision about the new 2011 tax law, your employees have a decision of their own to make – what will they … Read more

Offering 529 Plans via Payroll as an Employee Benefit

Linda RobertsonDecember 24, 2010

Employers may be missing a tremendous opportunity to help employees save for one of the most important, and expensive, investments they will ever make – … Read more

The Hidden Evils When Employees Opt for a Hardship Withdrawal

Linda RobertsonDecember 13, 2010

I recently received a call from an employee who was considering a hardship withdrawal. If you handle these requests as part of your many HR tasks, you … Read more

Credit or Debit? It Matters For Employees With Dependent Care Costs

Linda RobertsonNovember 18, 2010

Paper or plastic? Credit or debit? These are common questions you hear at the grocery store, but do your employees consider what is the best way, credit … Read more

Health Savings Accounts: Not Just for Health, But for Wealth, too

Linda RobertsonOctober 25, 2010

Can the Health Savings Account double as a retirement account? In some ways it can and no one is talking about it. Why? We tend to look at things from our … Read more