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
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
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.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
View all articles 
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Rightsizing for Retirement
What does your home really cost?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?