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
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
College Savings
See how much you may need to save now to cover future college costs for your child.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!