Todd L Middleton, RICP, CFP Financial Adviser with Eagle Strategies LLC

10/31/2026

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/4iPjt58

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4sBsB0I

If you have questions about your own beneficiary choices, send me a message.

10/27/2026

It’s time to start thinking about any tax liability for next year. Here are four practical tips to consider implementing as you think about your financial goals for the end of the year.
https://bit.ly/4ia73EM

10/24/2026

✨ TODAY’S THE DAY! ✨

Join us for Lights of Independence – Spirit of the ADA Festival & Parade!

📍 RiversEdge Park
⏰ 4–9 PM

Come celebrate, empower, and SHINE with CIL Jacksonville! 🌟

10/19/2026

By evaluating Whole Life as a financial asset in your portfolio, its role expands from protection to potential. Learn how it might become a key piece in completing your financial picture, providing stability and peace of mind in this article.

Explore how whole life insurance can protect, grow, and add tax-advantaged liquidity to your plan, an often overlooked asset that supports long-term goals.

10/16/2026

TODAY'S THE DAY! 🎉

The 10th Annual Connecting the Dots Conference is happening today! 💙

📍 The Schultz Center
⏰ 8:30 AM – 3:30 PM

We look forward to a wonderful day of connection, education, and community!

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4jWnsh8

If it gets you thinking about your own plans, send me a message.

10/13/2026

Absolutely — here’s a polished, upbeat post that works well with the flyer:

✨ Lights of Independence is coming to Jacksonville! ✨

Join the Center for Independent Living Jacksonville for an evening celebrating independence, inclusion, and community at the Spirit of the ADA Festival & Parade!

📅 Saturday, October 24, 2026
⏰ 4:00–9:00 PM
📍 RiversEdge Park

Come out and CELEBRATE. EMPOWER. SHINE! 🌟
Registration is now open for parade attendees, vendors, volunteers, sponsors, and more.

👉 Learn more and register at CILJacksonville.org

10/10/2026

We Still Need Volunteers! 💙

The 10th Annual Connecting the Dots Conference is almost here, and there’s still time to volunteer!

JOIN US at The Schultz Center and help make this special day a success!!!

📲 Scan the QR code to register and use code CTDVolunteer26.

Be the Connection. Make a difference. 💙

10/05/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.