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The economy is turning a corner, vaccinations are widespread, organizations are reopening, and Bartlett’s Jason Katz, CPA, CFP®, CEPA believes that...
May 18, 2021 / Entrepreneurs
Kelly Anne Smith from Forbes spoke with Bartlett’s own Catherine Miller, CFP® about how to spot bad money advice on TikTok. As one of the...
May 14, 2021 / In the News
Looking for fun ways to teach your kids about saving money? Look no further! Bartlett’s Ross Cohen, CFP® was featured in Geoff Williams’...
April 7, 2021 / Families
Cincinnati is one of Ohio’s largest metropolitan centers and the government seat of Hamilton County. It’s also home to 12 of the best financial advisors...
March 30, 2021 / In the News
Have you read Cincinnati Magazine‘s latest issue? If you check out the first page of the digital issue, you’ll probably recognize a few of...
March 11, 2021 / Female Leadership
The 2021 Tax Season gets underway Friday, February 12 – and it’s going to be a messy one. Bartlett’s own Jason Katz, CPA, CFP, CEPA shared his...
February 19, 2021 / Financial Planning
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