Edward Jones-Financial Advisor: Lori Stewart

10/30/2026

Trick or treat! Wishing everyone a safe and spooktacular Halloween.

10/28/2026

Your business may be one of your greatest assets. I can help you explore strategies for transitioning your business and planning for your financial future. Let’s connect.

10/23/2026

This is great news for many of my clients!!

Big changes to the Senior and Disability Property Tax Exemption in 2027 🏡

Starting with 2027 property taxes, many Skagit County homeowners who didn’t qualify before now will. Here’s what’s new:

✅ Higher income limit. Combined disposable income can be up to $78,000 (it was $48,000).
✅ New standard deduction. You can subtract $7,500 for yourself and another $7,500 for a spouse or domestic partner, instead of itemizing expenses.
✅ Bigger benefits at every income level.
✅ More veterans qualify. A VA service-connected disability rating of 40% now qualifies (down from 80%), at any age.

Who can apply: Homeowners who live in their home and are 61 or older, unable to work because of a disability, or a qualifying veteran.

Not sure if you qualify? Our free screening tool takes just a few minutes:
👉 https://mav2clu50.github.io/WSACA/v3/

Ready to apply? You can apply through our online portal anytime, in English or Spanish. Just visit the page below and click “Apply online.”

📄 Details and online application: https://www.skagitcountywa.gov/government/assessor-s-office/senior-exemption/

There’s no deadline, and you can apply for up to three prior years, which could mean a refund.

📞 Prefer to talk it through? Call us at (360) 416-1780. We’re happy to help you fill it out.

Please share with a neighbor, parent, or friend who might qualify! 💙

10/21/2026

Leaving a business you’ve built is a major financial and personal decision. I can help you plan for the transition and create a strategy aligned with your future goals. Reach out to my team to start the conversation.

10/18/2026

Long-term financial success starts with intentional planning. I can help you consider strategies that align your wealth with your goals and priorities. Let’s build a financial plan that works for you — reach out to start the conversation.

10/14/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

10/13/2026

Your change of value notice just arrived. Before you set it aside, take a look at the Senior and Persons with Disabilities Property Tax Exemption. The program has changed in a big way for 2027, and many more Skagit County homeowners now qualify.

Because of ESSB 6162, the top income limit in Skagit County rises from $48,000 to $78,000. On top of that:

A new standard deduction of $7,500 per person (up to $15,000) comes off your income before it is compared to that limit, so households earning more than $78,000 may still qualify.
Everyone who qualifies, at every level, will pay no school taxes. School taxes are typically the largest portion of a property tax bill.
Your home's taxable value is frozen at its assessed value as of January 1 of the first year you qualify.

Veterans now qualify with a 40 percent service connected disability rating, reduced from 80 percent, substituting for the age requirement.

There is no filing deadline, and you may apply for up to three prior years. Prior years are reviewed under the income limits and rules in effect at the time, which were lower before 2027, so if you qualified back then, you could receive a refund of taxes you already paid. If you looked at this program before and did not qualify, it is worth looking again for 2027.

Not sure if it's worth your time? Visit our exemption page and click "Check if you may qualify." Answer a few questions and the tool will tell you whether you may qualify, roughly what you could save, and which documents you'll need. It runs entirely in your browser. Nothing is collected, stored, or submitted.

https://www.skagitcountywa.gov/government/assessor-s-office/senior-exemption/

When you're ready, you can apply online in English or Spanish right from the same page.

Please share this post. The people this program helps most are often the ones least likely to hear about it. If you have a parent, neighbor, or friend on a fixed income, pass it along.

Questions? Call us at (360) 416-1780. We are happy to walk you through it.

10/11/2026

Your financial goals are unique — your plan should be too. I can help you create a strategy focused on building, managing and preserving wealth for the future. Reach out to get started.

10/10/2026

10/07/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.