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 […]
Juneteenth and the Power of Financial Education to Close the Wealth Gap

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

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

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 […]
50 Over 50: Investment

Tanya Van Court Family-oriented financial literacy is the idea behind Goalsetter, which digital media executive Tanya Van Court launched in 2016. Her idea was to embed education into financial products; today, the company has a kids-focused debit card that freezes if the child misses a weekly financial literacy quiz. Van Court has secured backing from […]