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

11/14/2026

Learn about the common mistakes made in filing the FAFSA and how to help avoid them.

I barely scratched the surface with my previous column about filling out the 2027-2028 Free Application for Federal Student Aid (FAFSA). Here’s more from my interview with Mark Kantrowitz, financial aid expert and author of “How to Appeal for More College Financial Aid”: Q. What are some commo...

11/12/2026

Getting a raise doesn't always mean having more money to spend or save. New research shows that rising debt payments are consuming a significant portion of Americans' income gains. This CNBC article explores the growing impact of debt and offers practical tips for keeping it manageable.

Read the article: https://cnb.cx/4Avghli

11/10/2026

As a New York Life Grief-Sensitive Schools Initiative Ambassador, I’m proud to help connect educators and families with free resources that can help them better understand and support grieving children.

The gives us another opportunity to create connection through the objects, songs, places, traditions, and memories that keep us connected to people we’ve lost.

WHAT’S YOUR GOLDEN SWEATER?

Since 2008, the New York Life Foundation has invested more than $100 million to expand bereavement support for children, families, schools, workplaces, and communities. To mark this milestone and honor the people and stories behind it, the Foundation is launching the Golden Sweater Project.

11/03/2026

Year-end brings important financial deadlines and opportunities. Join New York Life’s Allen Hensley for a timely conversation about retirement income, required minimum distributions (RMDs), gifting for children and grandchildren, and other year-end financial and tax considerations to keep in mind as you plan ahead.

Get practical insights to help you plan for the year ahead—register today to reserve your spot.

Deadlines & Opportunities: Year-End Financial Decisions
Live online event
Date: Thursday, Nov. 19, 2026
Time: 3 pm ET | 2 pm CT | 1 pm MT | 12 pm PT | 11 am AKT | 10 am HT
Register to attend: https://bit.ly/4sEEbId

Registration code: 23677

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!