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

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.

10/02/2026

REMINDER! 📅

The 10th Annual Connecting the Dots Conference is coming to Jacksonville on Friday, October 16, 2026, at The Schultz Center!

Celebrating 10 years of connection, this full-day conference brings together families, caregivers, professionals, educators, advocates, self-advocates, and community leaders for education, resources, and support for individuals with intellectual and developmental disabilities.

📍 The Schultz Center – Jacksonville, FL
⏰ 8:30 AM – 3:30 PM
🎟️ Tickets: $15
🎓 Need-based & military scholarships available

Tickets are on sale now! Scan the QR code on the flyer for tickets and additional details.

10/01/2026

Just like the fall season reminds us to prepare for colder days ahead, it’s the perfect time to check in on your financial goals. Whether you're saving for a big milestone or just want to feel more confident about your future, a solid strategy can make all the difference.
Let’s make sure your finances are ready for whatever the season brings — reach out today to start the conversation!

09/30/2026

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage can help a family continue the life, plans, and responsibilities that were already in motion. The best time to review protection is before it is needed.

Close the month by starting a conversation that can help protect the years ahead.

09/29/2026

Some financial tasks are easy to postpone. Add a life insurance review to your annual checklist—especially after a marriage, new child, home purchase, job change, business milestone, or major income shift. A quick review can reveal whether your coverage still matches your life.

Book an annual protection review.

09/28/2026

As a business owner, your ability to work is often closely tied to the income you earn.
Mortgage payments. Household bills. Everyday expenses. They don't stop if a covered sickness or injury keeps you from working.
Individual disability insurance may help replace a portion of your income during a qualifying disability.
I help business owners protect what matters most with the right disability coverage. Let's connect.

Read about what individual disability insurance is, and how this private coverage from NYL can offer personal income protection in the event of a disability.

09/26/2026

Be the Connection! 💙

Volunteers are needed for the 10th Annual Connecting the Dots Conference at The Schultz Center in Jacksonville!

Join us in helping make this special day of education, resources, and connection possible. Your time and support can make a difference!

☕ Breakfast provided
🍕 Pizza provided
🥪 Option to purchase lunch

Ready to volunteer? Scan the QR code on the flyer to register and use code CTDVolunteer26 to access volunteer ticket options.

Connect. Support. Empower. Be the Connection.