Learn all about strategies for education investing

August 30, 2023
by RJ Hamster

Why investing for education is a bright idea

For many people, pursuing education is a major goal. However, it can also pose major financial challenges. In fact, 81% of college borrowers had to delay life plans because of debt.*

The good news is that you have access to tools and valuable resources that can help you get on the right path to reach your education goals.

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How we can help you invest smarter

Get help from Wealth Plan1

If you’re paying off student debt or saving for the future, Wealth Plan can be a valuable resource to help you plan and track your education goals.

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Watch: Saving for College webcast

Balancing retirement and college planning can feel overwhelming, but making smarter choices now may help you to reach your goals.

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Make it a priority

Setting up recurring transfers can help make it easier to continue investing toward your goals.

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Want more help?

A J.P. Morgan advisor can help you build a personalized financial plan to help you reach your goals.

If you want to learn more about investing for education, start with a free investment consultation.

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DISCLOSURES

*Source: J.P. Morgan Asset Management College Planning Essentials guide, 2023 edition.

1IMPORTANT: The projections or other information generated by Wealth Plan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

JPMorgan Chase & Co. and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results. Asset allocation/diversification does not guarantee a profit or protect against loss.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

INVESTMENT AND INSURANCE PRODUCTS:
• NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NO BANK GUARANTEE • MAY LOSE VALUE

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Learn all about strategies for education investing

Learn all about strategies for education investing

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