On Wednesday, Jan. 21, 2026, the Society for Financial Awareness (SOFA) will bring its seminar “Retirement Income Planning in ...

An SDCCU ATM in North Park with new lighting. (Photo courtesy of SDCCU) San Diego County Credit Union is supporting National Financial Awareness Day beginning on Aug. 14. Also, throughout the month, ...

Forbes contributors publish independent expert analyses and insights. Juan Carlos Medina, CFP, focuses on holistic financial wellness. When it comes to personal finance, the hardest step isn’t opening ...

No matter how wealthy someone is, the process starts with awareness. Call it “financial awareness,” which is the first step ...

October is Financial Planning Awareness Month, an opportunity for advisors and wealth planners to engage with existing clients, attract prospects, and underscore the value of thoughtful financial ...

The essence of financial awareness is to realize that money can work for us through our investments. Understanding the value of money is the first step toward financial education, which leads to the ...

With the summer winding down and students going back to school, it's a good time to look at how Americans are handling money, gauging their financial responsibility and stability. It seems people are ...

Drawing upon his career advising retirees, a retirement expert volunteering with The Society for Financial Awareness, will soon bring a free, wide-ranging two-part course called "Retire with ...

I have written before on this blog about the value of financial knowledge in producing positive financial outcomes. Numerous statistics from social science studies attest to the poor financial ...