Donna Johns, Financial Advisor at Bartlett Wealth Management

Donna Johns, Financial Advisor at Bartlett Wealth Management Please contact me to help you fully analyze your needs and recommend appropriate solutions. 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. 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. Add

itionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency.

201 Jones Road, 5th Floor
Waltham, MA 02451
781-398-8592

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. My Insurance license numbers are: MA - 1990896; RI - 2323669; MD - 2189153

11/08/2024

📢Upcoming Webinar About Healthcare in Retirement! 📢

Are you fully aware of how healthcare costs could impact your retirement? 💸💉 This webinar is a crucial opportunity to gain valuable insights to help you prepare for your future!

🗓️ Date & Time: Nov 12, 2024, at 6:30 PM (ET)

In this webinar featuring Timothy O'Mara, VP of Nationwide Retirement Institute, you'll discover:

🔹 The impact of healthcare costs on your retirement income
🔹 What Medicare covers—and what comes out of your pocket
🔹 Planning strategies to prepare for these expenses
🔹 How to get a personalized estimate of your healthcare costs in retirement

Don’t let this opportunity slip by. RSVP today to help secure your future and gain peace of mind! 🌅📈

👉 Register at: https://us02web.zoom.us/webinar/register/7317272809676/WN__-EY0KEkTSajs4KdfwMNbw

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.

201 Jones Road, 5th Floor
Waltham, MA 02451
781-398-8592

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.

I am not licensed in all jurisdictions.

My Insurance license numbers are: MA - 1990896; RI - 2323669; MD - 2189153

What is this new strategy and how can it help you meet your financial goals?
02/09/2022

What is this new strategy and how can it help you meet your financial goals?

A portfolio of stocks and bonds used to be the gold standard, but it just doesn’t cut it anymore. It’s time to throw some alternative investments into the mix.

Rachel Rodgers shares the insights that helped her completely change her financial life.
02/02/2022

Rachel Rodgers shares the insights that helped her completely change her financial life.

How she went from six figures of debt to self-made millionaire.

What is fear holding you back from?
02/01/2022

What is fear holding you back from?

A five-step exercise to help you shed light on what's holding you back.

If you're looking for new ways to make money in the new year, you're not alone.
01/26/2022

If you're looking for new ways to make money in the new year, you're not alone.

I will walk you through a few different low, medium, and high-risk money-making strategies in this guide that you can implement in your life.

Take a look at this list for some fresh ideas to jump start your finances.
01/19/2022

Take a look at this list for some fresh ideas to jump start your finances.

Ready for a fresh start? Here's your guide.

Do you set New Year's resolutions? Why or why not?
01/18/2022

Do you set New Year's resolutions? Why or why not?

Forming new habits isn’t impossible, but it’s much easier for some people than others.

Investing can seem intimidating but it doesn't need to be. Take a look at these insights for tips on how to get started.
01/12/2022

Investing can seem intimidating but it doesn't need to be. Take a look at these insights for tips on how to get started.

Financial planners recommend starting your investing journey with some research, then automating your investments to make things easy.

With the new year comes that annual interest in getting back into shape.
01/11/2022

With the new year comes that annual interest in getting back into shape.

Among 52 incentives to exercise, giving people a 9-cent award if they returned to the gym after missing a workout helped the most.

Roth IRAs are just one way to increase your tax savings.
01/05/2022

Roth IRAs are just one way to increase your tax savings.

Tax Guy explains how to take advantage of tax-free income opportunities.

Fan of the cold or not, there are proven benefits to exercising in it.
01/04/2022

Fan of the cold or not, there are proven benefits to exercising in it.

It’s time to break out the merino base layers and the heat-exchange breathing masks

Learn more about how to manage an inheritance and how you can make those funds work for you.
12/29/2021

Learn more about how to manage an inheritance and how you can make those funds work for you.

When a loved one passes away, you may receive an inheritance. This money is a token of the person’s appreciation for you and often represents a lifetime of savings. When you’ve received a large sum of money, there is a … Continue reading → The post How to Invest Your Inheritance appeared fir...

Address

1275 Wampanoag Trail, Suite 8A
East Providence, RI
02915

Website

Alerts

Be the first to know and let us send you an email when Donna Johns, Financial Advisor at Bartlett Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Donna Johns, Financial Advisor at Bartlett Wealth Management:

Shortcuts

Share

Category