[Jennifer]

Looking for recommendations for a financial planner/tax consultant for an individual who is retired.
The retired person lives in western Washington where tax’s keep going higher and higher.

Ideally, someone with experience in personal finance, tax planning, and investment strategies.

If you’ve worked with someone you trust, I’d love to hear about your experience and any details on their approach, fees, and expertise.

Thanks in advance!

[Tristan]

I’m in western Washington and a wealth advisor/investment strategist who hates paying a penny more in taxes than anyone has to.

Not sure of their situation to see if there is anything I can do to help, but they are welcome to message me info and I can let them know if there is anything I could help with or potentially point them in the direction of someone who could!

[Joel]

Hum. I’m retired and live in Western Washington. What taxes are you referring to? Property taxes? Where in Western Washington? King County?

I used to live in King County. I moved out to the Sequim / Port Angeles area.

Our property taxes have gone up 37.8% here since 2020. Looking at the property I sold in King County, I’d guess that it’s been about the same there – though the sale of my house kind of messed with the property valuations.

Also, there are currently no income taxes in Washington state, unless you count the 7% long-term capital gains tax for LTCGs in excess of $270,000 (for 2024, inflation adjusted) or the (stupid) 0.58% Washington Cares Payroll Tax.

Avoiding either of these shouldn’t be difficult as a retiree. Are you referring to other income taxes?

I’m just wondering why you are worried about state taxes 𝒈𝒐𝒊𝒏𝒈 𝒉𝒊𝒈𝒉𝒆𝒓 𝒂𝒏𝒅 𝒉𝒊𝒈𝒉𝒆𝒓…

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