Robert V. Cohen, Financial Services Professional with Nylife Securities LLC

04/09/2026

Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:

https://bit.ly/47PQRms

And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.

I do not provide tax advice. Please consult with your own tax advisor for tax advice.

03/12/2026

A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:

https://bit.ly/4uqgLa2

If you have questions on financial and retirement strategies, I'd love to connect and talk it through.

02/26/2026

Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:

https://cnb.cx/4aXA1Tn

If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.

02/14/2026

Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article from Yahoo Finance explains how the two are connected and what buyers and homeowners might expect in the months ahead:

https://yhoo.it/3MKssY7

Have questions about how this can impact your other financial goals and your situation? I'd love to help you think it through. Let's connect.

01/22/2026

Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 money trends that helped people save smarter, and the ones that are better left in the past:
https://yhoo.it/3NAFOGs

Want to talk about building a savings approach that actually fits your life? Let's connect.

12/30/2025

Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 shows how far your money (and lifestyle) can go around the world:
https://cnn.it/49h8LhI

If it sparks ideas, let’s talk about how to build a strategy that supports the retirement you imagine. I’m here to help you explore your options."

12/18/2025

Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending sneaks up on so many of us — and how simple, judgment-free steps can help you regain control.
https://bit.ly/4s4ORzd

Want financial guidance tailored to your situation? Reach out anytime. I’m here to help you design your next move with confidence.

12/09/2025

There are no mulligans in golf or retirement. Our goal is to make annuities easy for you and your clients. Talk to me about solutions that can help you get it right on the first swing.

12/04/2025

Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it doesn’t have to be perfect, just start somewhere. This informative article from offers gentle guidance and real-talk advice about how your feelings connect to your debt — and practical ways to ease into progress:
https://bit.ly/4pN4eKD
(Survey by Achieve 8/2025)

Ready to talk about what your first small step could look like? I’m here when you are.

12/04/2025

In times of uncertainty, having someone you can trust makes all the difference. Secure your financial future with peace of mind, knowing your death benefit, cash value growth, and level premiums are backed by 180 years of being there when we're needed most.

Whole life insurance offers cash value over time. Learn about securing whole life insurance from New York Life, a policy which can be customized to your needs.

12/02/2025

We’re honored to be recognized on the .org Best Annuity Companies List for August 2025 as the most trusted annuity provider, ranked by consumers. This achievement reflects New York Life’s 180-year legacy of longevity, financial strength and stability and our commitment to delivering best-in-class annuity solutions, unmatched support and seamless service experiences to our clients. Read the details here http://bit.ly/4fDqAKE

11/26/2025

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.