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.