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
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Five phases to changing unhealthy behaviors.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
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.
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.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are a few things to consider when buying or leasing your next vehicle.
Have you explored all your options when it comes to managing your taxable income?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Here’s a quick guide to checking to see if you have unclaimed money.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.