Author Archives: Johnathan Rockwood

About Johnathan Rockwood

Johnathan Rockwood is a Financial Counselor for The Mesquite Group. He graduated from the Naval Academy with a BS in Economics and is currently pursuing his MBA. During his 10 years as a helicopter pilot in the Navy, Johnathan developed a passion for assisting others in learning about personal finance. As a Command Financial Specialist in the military, he provided countless financial seminars as well as one-on-one consultations. In addition, he currently manages investment portfolios for several clients. He is married and has two daughters.

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How Price Matching Can Benefit You

The Effects of Competition on Price

Imagine it’s the summer, and you’re sitting cozily in your lawn chair on the side of Main Street in your hometown, watching the Fourth of July parade.  You are with your family, the sky is blue and the sun is hot, assembling all the necessary ingredients for a perfect holiday.   Although thoroughly amused at the colorful floats passing by and marching bands playing patriotic tunes, you begin to get thirsty.  For whatever reason, there are no stores nearby and you have forgotten to bring any water.

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photo by: StarsApart
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Is a Comfortable Retirement Possible?

Two years ago, at the conclusion of my discussion with a client over his finances, I posed this question, “What are some of your long-term financial goals?”  His response was one I had heard frequently, “I would very much like to have a comfortable retirement in 20 years.”  Continue reading

Retirement

Investing for Beginners: A Shift in Retirement Planning

Are you nervous about being properly prepared for retirement?  No doubt you have heard the concerns over whether Social Security will remain solvent.  Unless lawmakers act, the Social Security fund will only be able to pay seventy-five cents on the dollar by the year 2033.  Although Social Security will likely exist in some form when you are ready to retire, living strictly off of Social Security checks will be extremely challenging. Continue reading

photo by: Tax Credits