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Goalsetter’s Banking Platform: Teaching Kids the Value of Every Dollar

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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

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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

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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 Their parents—and the outdated […]

Juneteenth and the Power of Financial Education to Close the Wealth Gap

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Juneteenth is more than a celebration of freedom—it’s a reflection on what freedom trulyrequires. Legal freedom without economic opportunity is incomplete. In 1865, formerly enslavedAmericans were declared free, but without land, wealth, or access to capital, financialindependence remained out of reach. Today, the racial wealth gap remains stark. Black families hold just a fraction of […]

Equipping Educators: Inside Goalsetter Classroom’s Trusted Financial Education Platform

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“I can teach algebra, biology, and U.S. history—but when it comes to personal finance, I don’t know where to start.” That’s what Ms. James, a high school teacher in a Title I district, said during a professional development session last fall. Despite 10 years in the classroom, she felt ill-equipped to teach a subject that […]

How one startup is changing financial education for kids

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Goalsetter – The Family Finance App for an Enhanced Banking Experience

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Financial institutions can partner with Goalsetter, a leading family finance & education app, to meet a growing need for age-appropriate financial education resources. Financial education is widely considered an essential component of family banking, and is becoming increasingly important in our complex financial ecosystem. Banks and credit unions are losing customers to digital players, and […]

How Goalsetter Classroom Is Helping Schools Deliver Financial Literacy—Without Breaking the Bank

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Across the U.S., nearly 30 states have enacted K-12 financial literacy mandates, yet many public schools still lack the resources and funding to effectively implement personal finance education. Enter Goalsetter Classroom—a game-changing EdTech platform designed to help school districts deliver high-quality, generationally relevant financial literacy curriculum that meets state standards—without breaking their budgets. Developed by […]

Goalsetter Classroom: The EdTech Solution Helping States Meet Financial Literacy Mandates Without Breaking Budgets

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BROOKLYN, N.Y., March 18, 2025 /PRNewswire/ — Goalsetter, the award-winning family financial education-focused spending and savings platform, has launched Goalsetter Classroom, the most effective and budget-friendly solution to closing the financial literacy gap in American education. Paired with its interactive Goalsetter app that gamifies learning and empowers students with essential money management skills, Goalsetter Classroom has proven […]

Fintech Firm Seeks Financial Advisor’s Help Educating Kids About Money

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A financial technology firm that began as a savings, investing and education app for parents and kids is expanding its programming for schools in a bid to turn Wall Street into “All Street.” Read the full article

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