GREETINGS!
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!
Helpful Content
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
4 Reasons for the Return of Market Volatility
Why have the markets been so volatile recently?
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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.
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.