Goalsetter and Lifetime Cardinal Partner to Bring Financial Literacy to Stanford Student-Athletes

PALO ALTO, CA (Oct. 6, 2025) — Goalsetter, the award-winning financial education platform, is proud to announce a new partnership with Lifetime Cardinal Community Fund, a nonprofit supporting Stanford student-athletes through NIL (Name, Image, and Likeness) opportunities and long-term career development. Together, they will provide the Goalsetter Classroom financial literacy curriculum to equip Stanford student-athletes […]
Mizzou Athletics Unveils Financial Education Program for Student-Athletes

“Through an Edward Jones and Goalsetter partnership, Mizzou student-athletes also will have access to a mobile-friendly financial literacy platform to strengthen their smart money habits. Mizzou and Edward Jones have a proud history of working together so students achieve success and reach their goals,” University of Missouri President Mun Choi said. “This endeavor with Mizzou Athletics builds […]
Unlocking Generational Wealth for Women Through Banking

For decades, the financial industry was built around male-centered models: the breadwinner father, the working husband, the male investor. But times have changed. Women now control more than half of U.S. personal wealth and make 85% of household financial decisions. And yet, many banks still fail to provide tools and messaging that center women and […]
Independent Banker Magazine Feature with Solutions Bank

Goalsetter, a financial education platform that provides gamified literacy content, as a free service to its account holders. “People love the games,” says Bohnsack. “It’s effective with youth.” See the full article »
How Financial Education Empowers Future Women Entrepreneurs

In classrooms where financial literacy is taught with intention, something powerful happens: girls raise their hands to ask about investing, saving, and starting their own businesses. That’s no coincidence. When girls are introduced to financial concepts early—especially in engaging formats—they begin to see money not as a barrier, but as a tool. In the Portsmouth, […]
Women & Wealth: Preparing Female Clients for the Great Wealth Transfer

Over the next decade, an estimated $30 trillion in wealth will change hands in the U.S.—and most of it will go to women. Yet many advisors are unprepared for this shift. Why? Because women clients have too often been treated as secondary. They’ve been left out of legacy conversations, underserved by investment strategies, and overlooked […]
From Classroom to Wealth Building: Goalsetter’s Unified Mission
Financial education is often introduced late—if at all. That delay has real consequences, especially when so many young people enter adulthood unprepared to make informed money decisions. But what if financial literacy wasn’t just a high school elective, but a pathway built from childhood to adulthood—with aligned support from families, educators, banks, and financial advisors? […]
Goalsetter’s Banking Platform: Teaching Kids the Value of Every Dollar

Tasha noticed something alarming when her 13-year-old got her first debit card from a major bank: she had no idea how to use it responsibly. She blew through $50 in a weekend and had no memory of what she bought. That’s when Tasha switched to a Goalsetter-integrated bank account. It wasn’t just a card—it was […]
Goalsetter for Wealth Managers: Educating the Next Generation of Clients

Emma, a seasoned advisor with a thriving client base, recently shared a concern: her clients’ children were unprepared for the wealth they would one day inherit. Worse, those children weren’t interested in engaging with her or her firm. This is a common—and costly—issue. The largest intergenerational wealth transfer in history is underway, but over 70% […]
How Banks Can Drive Gen Z Loyalty With Goalsetter’s Smart Family Tools

At a community bank in Ohio, the marketing director noticed something strange: their new youth accounts were flatlining, even with great promotions. It wasn’t for lack of trying. The bank offered student checking, financial seminars, and even a savings match. But kids weren’t showing up. Turns out, they weren’t the problem. Their parents—and the outdated […]