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Financial Planning

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.

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Tax

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.

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Accounting

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.

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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.

Helpful Content

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Traditional vs. Roth IRA

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

 

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

A Reminder of Why It's Important to Take a Long-Term View

The recent market drop is an important reminder of why it's important to take a long-term view.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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