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!
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The market is as unpredictable as the weather. We’d love to help you prepare.