Lawter-O'Toole Wealth Management, LLC

Name: Lawter-O'Toole Wealth Management
Address: 1305 South Governors Ave, Dover, DE, 19904, US
Telephone: 302-736-6065

1305 South Governors Ave
Dover, DE 19904

Phone:

302-736-6065/ 800-435-5519

Fax:

302-736-0261

E-mail:

lawter-otoole.sandy@principal.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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Helping navigate life's financial voyage

Welcome to the Lawter-O'Toole Wealth Management, LLC website. My company believes that good financial decisions don't have to be confusing. I can provide simple, proven techniques that can help you make the most of your money and help achieve more of your financial goals.

This site will not only introduce you to my company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends. This educational material is updated frequently, as is our calendar of events, which lists upcoming financial workshops that you may want to attend.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, you can call (302) 736-6065 / 800-435-5519 or e-mail me at lawter-otoole.sandy@principal.com.

Newsletters

Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.

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Be Storm Smart: How to Prepare for Extreme Weather

More than a quarter of U.S. homes are exposed to severe or extreme weather risk. While homeowners can't control the forecast, they can take proactive steps to prepare.

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No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Accumulation

Estimate the future value of your current savings.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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