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106 South Lombard Street
Suite 103
Clayton, NC 27528

Toni Drapkin

919-376-7143

 
What You Need to Know About Social Security Retirement Plan Detectives Working With A Financial Professional Leaving Your Lasting Legacy

Welcome to Drapkin Financial Services

Here on our website you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Helpful Content

The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

 

9 Facts About Social Security

There are things about Social Security that might surprise you.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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