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
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
What kind of auto insurance should you have? Do you know?
Five creative (and inexpensive) ideas for motivating your employees.
Marriage changes everything, including your insurance needs.
Building wealth requires protection from the forces of wealth destruction.
Your credit score may influence how much you pay for auto and home insurance.
The federal government requires deceased individuals to file a final income tax return.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A bucket plan can help you be better prepared for a comfortable retirement.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Learn how to harness the power of compound interest for your investments.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How does your ideal retirement differ from reality, and what can we do to better align the two?