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
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Building wealth requires protection from the forces of wealth destruction.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Are you ready for retirement? Here are five words you should consider.
Do you know these three personal finance sayings?
Why are 401(k) plans, annuities, and IRAs so popular?
There are a few things to consider when buying or leasing your next vehicle.
Do you know how to set up your financial goals for success? This knight does.