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.
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?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How long does a $20 bill last?
For many, retirement includes contributing their time and talents to an organization in need.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Couples may be able to head off many of the problems in a marriage that money can cause.
The uncertainties we face in retirement can erode our sense of confidence.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you died, what would happen to your email archives, social profiles and online accounts?
Three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
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? The answer is easy: right now.