Edward Jones-Financial Advisor: Rico Scott

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.

The legacy you leave is the sum of countless decisions carefully made over your lifetime, much like a painting that emerges one brushstroke at a time. At Edward Jones, we can help you direct your wealth to the people, causes and community that mean the most to you, strengthening Dallas-Fort Worth today and tomorrow. What legacy do you hope to leave?

Reach out to start a future-focused conversation.

AI-powered scams are becoming increasingly sophisticated, making it harder to distinguish legitimate requests from fraud. Understanding common tactics can help you better protect yourself and your financial accounts.

Take a look at these five emerging scam types and practical steps you can take to stay vigilant.

5 AI-powered financial scams that are hard to spot 5 AI-powered financial scams that are hard to spot

What would happen if you had to retire sooner than expected?

Many people focus on their target retirement date but spend less time preparing for the possibility of an earlier exit due to a job loss, health issue or family caregiving needs.

If you'd like to explore how your retirement strategy would hold up under an unexpected scenario, let's talk. Planning for the "what-ifs" today can help reduce stress tomorrow.

Concerned about a forced retirement? 4 tips to prepare Concerned about a forced retirement? 4 tips to prepare

Your wealth can help support the people and causes that matter most. I can help you plan for the future and create a strategy around your legacy goals. Send me a message, and let’s find time to connect.

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums could come as a surprise and be significant. Connect with me to discuss strategies to avoid exceeding the next income threshold, which could trigger an extra charge.

4 times IRMAA could have you overpaying for Medicare 4 times IRMAA could have you overpaying for Medicare

Learn how thoughtful planning can help you navigate stock options, RSUs and executive compensation decisions. Reach out to start the conversation.

An important part of protecting your financial future is staying vigilant against fraud and cyber threats. This Cybersecurity Awareness Month, I encourage you to stay vigilant, protect sensitive information and be aware of common scams that continue to evolve. If you have questions about fraud prevention or protecting your financial information, I'm always available to help.

In the meantime, I invite you to explore more resources and guidance here: https://bit.ly/4rJymZx

Selling or transitioning a business can take years of planning — but you don't have to do it alone. Let's find time to discuss how my team can help.