Welcome to Life Values Financial, a financial services firm located in Crofton, MD committed to aligning our services with our clients’ values. As an Investment Advisor Representative of Stewardship Advisory Group, Joe Morson offers comprehensive financial planning and investment management services as well as tax preparation.
Managing your finances can be a lot like navigating uncharted waters, where the surroundings are unfamiliar and it’s unclear what lies ahead. The goal at Life Values Financial is to help you plot a course that will help you reach a destination of wealth accumulation and financial freedom.
Life Values Financial also offers a unique and “next-level” perspective of incorporating your faith and values into your financial decisions. Your financial wealth and your values don’t have to be mutually exclusive and can be interwoven into one dynamic plan.
Learn how Life Values Financial can be your compass today. God bless!
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Earnings season can move markets. What is it and why is it important?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
There are ways to improve your physical fitness without denting your fiscal fitness.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
One way to find money is to examine your current spending habits and eliminate money wasters.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Smart investors take the time to separate emotion from fact.
When should you take your Social Security benefit?
Learn how to harness the power of compound interest for your investments.
Even low inflation rates can pose a threat to investment returns.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, cracking the code on bonds.