College Savings Guide

October 04, 2013  

When it comes to saving for college, people often have more questions than answers. Industry studies show that nearly 73 percent of college savers are not using a 529 plan, and almost half of middle- and high-income families have no plan to save for college at all.

J.P. Morgan set out to change that, with an easy-to-use guide that helps financial advisers start more effective conversations with their clients. The key: Ologie gave J.P. Morgan’s insightful research a visual overhaul, designing infographics, charts, and tables that simplified complex data.

The guide launched this fall to great enthusiasm from advisers, and a forthcoming app version for tablets should expand its use even further. Already it’s proving to be an invaluable tool during the fourth quarter, when many families are considering year-end tax planning and giving opportunities.


J.P. Morgan College Savings Guide

J.P. Morgan College Savings Guide

J.P. Morgan College Savings Guide

J.P. Morgan College Savings Guide

J.P. Morgan College Savings Guide

J.P. Morgan College Savings Guide

J.P. Morgan College Savings Guide