Dragon Financial Services

06/26/2026

06/25/2026

The NHID has received multiple complaints involving alternative health care products and are warning consumers that some plans may be misrepresented, may operate unlawfully in NH, or may leave consumers responsible for significant unpaid medical bills: https://www.insurance.nh.gov/news-and-media/new-hampshire-insurance-department-issues-consumer-advisory-alternative-health-plans

02/19/2026

Very proud of our team and all our efforts over the last year to get rated one of the best insurance agencies in New Hampshire!

12/25/2025

To Our Valued Clients and Dedicated Team,
As we close out this year, we want to express our heartfelt gratitude for your trust, support, and commitment. To our clients—thank you for allowing us to be part of your journey and for inspiring us to deliver excellence every day. To our incredible staff—your hard work, creativity, and dedication have been the driving force behind our success.
Together, we’ve achieved remarkable milestones, and we look forward to building on this momentum in the coming year. Wishing you and your loved ones a joyful holiday season and a prosperous New Year!
With appreciation,
RJ and Misti Dragon

12/05/2025

Final days of Medicare open enrollment deadline is December 7. Make sure you have your Medicare advantage or your prescription. Plan picked out for 2026.!

11/17/2025

💬 Let’s talk!
What’s one thing you wish you’d learned about money sooner? Drop your answer in the comments; your story could inspire someone else to think differently about their financial journey. 💡

Money touches every part of our lives, yet most of us had to learn the hard way what works, and what doesn’t. Maybe you wish someone had explained credit cards before your first one, or that you’d started investing earlier, or simply understood how small spending habits add up. Whatever it is, y...

11/14/2025

💡 What if one of your best retirement tools has been hiding in plain sight, right inside your health plan?

Your Health Savings Account (HSA) isn’t just for doctor visits, it’s a triple-tax-advantaged gem that could play a powerful role in your long-term strategy.

💭 Are you spending your HSA… or investing it for tomorrow? Let's talk!

What if one of the most useful tools for your long-term strategy has been sitting quietly in your benefits package all along? When open enrollment season begins, millions of Americans start reviewing health plan options, often focusing on premiums and deductibles. But buried in those choices lies so...

11/12/2025

Retirement used to mean “clocking out for good.” Now it often means “logging in… on your own terms.” 💻✨Thinking about a side hustle in your next chapter? Let’s chat about how it could fit into your retirement goals. 👇

For many Americans today, retirement doesn’t mean stepping away from work; it means working differently. Recent studies show that about one in five retirees (19%) is currently working part-time, while roughly one in four pre-retirees (27%) plans to continue working in some capacity once they retir...

11/10/2025

🎄 'Tis the season for joy, not debt!

The holidays don’t have to derail your finances. With a little planning, mindful spending, and focus on what truly matters, you can celebrate fully and start the new year strong.

✨ Ready to align your financial goals with your holiday plans?

It happens every year — the joyful rush of the holiday season collides with the quiet panic of realizing how much it all costs. Between travel, gifts, parties, and festive meals, even the most disciplined budgets can feel stretched. According to consumer spending trends, holiday expenses remain on...

11/05/2025

Did you know that inherited IRA rules just changed for 2025?
Non-spouse heirs may now have to take annual withdrawals or face a 25% penalty.

If you’ve inherited an IRA or plan to leave one, understanding the new requirements could help prevent costly mistakes.
🕒 Learn more about what’s changed and how timing your withdrawals matters.

What’s worse than forgetting to take out the trash? Forgetting to take money out of your inherited IRA, because in 2025, that mistake could lead to a potential 25% penalty. Under updated IRS guidance, non-spouse heirs such as adult children may need to begin taking required minimum distributions (...