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 Avantax.
Building Your Legacy
A four-step framework for building a personal legacy.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Second marriages are a trigger event to revisit any existing estate strategies.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
These food myths will really put a drain on your wallet.
The recent market drop is an important reminder of why it's important to take a long-term view.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Peer-to-peer payment apps are one of the newest ways to send money.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
All about how missing the best market days (or the worst!) might affect your portfolio.
When do you need a will? The answer is easy: Right Now.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.