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
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
U.S. Personal Savings Rate
What can be learned from the savings rate?
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.