354 Mountain View Drive
Suite 200
Colchester, VT 05446

Jo Ann Thibault & Associates

(802) 861-7988

 
Suddenly Single: 3 Steps to Take Now Acres of Diamonds A Bucket Plan to Go with Your Bucket List Safeguard Your Digital Estate

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) 861-7988. 

 

Helpful Content

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

View all articles arrow

Lifetime of Earnings

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

Annuity Comparison

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

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Historical Inflation

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

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.

View all calculators arrow

Your Cash Flow Statement

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

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.

View all presentations arrow

Safeguard Your Digital Estate

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

Should You Tap Retirement Savings to Fund College?

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

Retiring the 4% Rule

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

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

View all videos arrow