483 Mill Pond Rd
Colchester, VT 05446

Jo Ann Thibault & Associates

(802) 662-4923

Sit, Stay, Rollover: A Guide to IRA Rollovers An Arm and a Leg Suddenly Single: 3 Steps to Take Now Acres of Diamonds

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

Please Leave Home without It

Please Leave Home without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.


Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Three Key Questions to Answer before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Estimate Your RMD

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

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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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.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

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Rightsizing for Retirement

What does your home really cost?

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

The Power of Compound Interest

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

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