***Financial Capability Month 2024 has concluded. Join us again next April for a new lineup of personal finance programs! Until then, you can view recordings of some of this year's programs (see schedule below)***
Turn Your Tomorrow into Today
Get your finances up to speed! April is National Financial Capability Month. Starting April 2, the Main Library's Business, Science and Technology Department, in partnership with our experts, provides presentations on a wide menu of topics, ranging from the basics on saving, financial planning and cash flow management to investing, retirement, estate planning and insurance sub-limits. We’ll even cover the psychology of spending and how to be a sophisticated consumer.
Save more, invest smarter and turn your dreams into reality!
Programs
Ongoing Personal Finance Programs
- One-on-one counseling on budgeting basics with Smart Money Coaching
- Meet One-on-One with a Certified Financial Planner™ to create financial plan with Adviser Give Back
- Check out our Work it: Jobs, Business & Finance program series and much more...
FREE Tax Prep
Each tax season, you can file your taxes for free. You'll get help applying for tax credits that can add up to as much $9,600. Free tax filing help is available if your 2023 income was $64,000 or less. This service is available to ITIN tax filers. You may be able to get as much as $9,600. Click here for more tax information.
Find in-person, online, and drop-off services:
- Visit FreeTaxHelpSF.org
- Call 2-1-1 for options and locations