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!
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Bonds may outperform stocks one year only to have stocks rebound the next.
When to start? Should I continue to work? How can I maximize my benefit?
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
This questionnaire will help determine your tolerance for investment risk.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn how to harness the power of compound interest for your investments.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, cracking the code on bonds.
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?
Pundits say a lot of things about the markets. Let's see if you can keep up.