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
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Building wealth requires protection from the forces of wealth destruction.
There are ways to improve your physical fitness without denting your fiscal fitness.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What can be learned from the savings rate?
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estimate how much you have the potential to earn during your working years.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you have causes that you want to support with donations? Here are three tips.
When do you need a will? The answer is easy: Right Now.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.