Donna Robert, Financial Services Professional with Nylife Securities LLC

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Donna Robert, Financial Services Professional with Nylife Securities LLC Registered Representative offering securities,
products, and services through NYLIFE
Securities LLC I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

801N. Brand Blvd., Penthouse
Glendale, CA 91203
424 388 6039 mobile | E: [email protected]

Learn about the common mistakes made in filing the FAFSA and how to help avoid them.
10/22/2026

Learn about the common mistakes made in filing the FAFSA and how to help avoid them.

I barely scratched the surface with my previous column about filling out the 2027-2028 Free Application for Federal Student Aid (FAFSA). Here’s more from my interview with Mark Kantrowitz, financial aid expert and author of “How to Appeal for More College Financial Aid”: Q. What are some commo...

While having a degree may not guarantee employment, higher education is still vital for securing jobs in many industries...
10/20/2026

While having a degree may not guarantee employment, higher education is still vital for securing jobs in many industries.

With college costs rising families can adapt by planning early. Here are practical ways to save for tuition.

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches m...
10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4jiUwzN

If it gets you thinking about your own plans, send me a message.

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing ...
10/10/2026

Treasury yields are rising. Learn what higher yields could mean for mortgage rates, car loans and credit card borrowing costs.

The 10-year Treasury yield is climbing. Here’s how higher yields could affect mortgage rates, car loans and credit card debt.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
10/05/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?Half of rec...
09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4jxmXtG
If this sounds like you, or someone you know, send me a message and let's talk.

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current...
09/25/2026

The cost of long-term care can have a meaningful impact on individuals and their families. This article explores current cost considerations and how extended care needs may affect household finances and retirement plans.
https://bit.ly/4yauUcV

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801 N Brand Boulevard Penthouse
Glendale, CA
91203

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