Our goal is to provide peace of mind as you face many financial decisions throughout your life. We do this by understanding your needs, future goals, and financial resources.
We believe in a proactive approach to minimize your tax liabilities. Staying current on tax laws and planning for the future are the keys to achieving this goal.
Helping you to prepare and understand your financial statements is our primary goal. They are the key to making the proper management decisions to grow your business.
Welcome to Martin & Company!
Martin & Company is a financial service, accounting and tax preparation firm that has been serving the Santa Clarita Valley for more than 30 years.
Here you will find a wealth of information in the form of newsletter articles, calculators, research reports, and important tax information. We hope these resources will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
We created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope our site helps you to see the value of working with skilled professionals to pursue your financial goals.
At Martin & Company, we're here to help educate you about the basic concepts of financial management, to help you learn more about who we are, and to give you fast, easy access to market performance data.
Be sure to add our site to your list of "favorites" on your browser. We update our information frequently and we wouldn't want you to miss anything.
Investment and financial planning services are offered by Terry Martin, Brian Martin, Stephen Johns, and Carol Ann Casebolt through their affiliation with HD Vest.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
For homeowners who think their property taxes are too high, there are ways to appeal.
How literate are you when it comes to your finances? Brush up with these five basics.
A letter of instruction provides additional and more personal information regarding your estate.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Make your retirement as exciting as your next vacation.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
When markets shift, experienced investors stick to their strategy.