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457 Mill Pond Rd
Colchester, VT 05446

Jo Ann Thibault & Associates

(802) 662-4923

 
Preparing For the Ultimate Vacation Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List

Understanding Today’s Financial Environment

Welcome, I’m Jo Ann Thibault, a financial professional in Colchester, VT. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategies, my personalized service focuses your needs, wants, and financial goals and objectives.

I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life, please call (802) 662-4923 

Helpful Content

How Insurance Deductibles Work

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

Insurance Needs Assessment: Married With Children

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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