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

06/02/2026

The master of comedy may have had a cynical view of life, but his philosophy can provide a blueprint for how retirees should live out their golden years.

05/29/2026

Kids grow up fast—and so do education costs. On , take a moment to think about your family's future. Whether you're a parent or grandparent, a 529 plan is one of the best ways to invest in education with flexibility and tax advantages. Reach out to me, and let’s make a plan that helps their dreams become reality. https://www.newyorklife.com/products/investments/college-savings-529-plans

05/27/2026

A 529 plan offers a tax-advantaged way to prepare for future education costs—from college tuition and books to certain K–12 and vocational programs. Reach out to me today if you want to learn how to invest for a bright future! https://nyl.co/4dBOrLG

05/25/2026

This Memorial Day, we pause to remember and honor the men and women who gave their lives in service to our country.
We are grateful for their sacrifice and hold their families in our thoughts today.

05/23/2026

As scammers leverage AI, consumers can defend themselves by becoming familiar with common scams and being suspicious of unexpected calls.

05/19/2026

Disability coverage that grows with your goals
Your career is dynamic, and your income protection should be too. With MyIncome Protector, you can adjust your coverage as your salary increases, without hassle. Secure your financial future today and be ready for whatever tomorrow brings. Reach out to learn more.

05/15/2026

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

05/12/2026

If things feel more expensive these days, it's because they are. You can lighten your budget by cutting out these costs when money gets tight.

Loosen your budget by saying goodbye to these purchases

05/09/2026

Ever considered if your employee benefits could do more? What if your coverage stayed with you for life, and not just while you’re at your job? With employee benefit products from New York Life, you’re in control. If you’re seeking a simple, straightforward application process—with no questions asked—watch this video and get in touch today.

05/07/2026

Planning for the Future? Join us TODAY for an Important Educational Seminar! 💙

We are proud to invite you to “Special Needs Planning: Preparing for the Road Ahead,” presented in partnership with Uniquely You! This free seminar is designed to help families plan for the transition to adulthood and beyond.

What we’ll cover:
✅ SSI, Medicaid, and ABLE accounts
✅ Protecting benefits while enhancing quality of life
✅ How Special Needs Trusts work
✅ Key legal considerations like guardianship

Meet our Experts:
Todd L. Middleton, ChFC®️, CFP®️ – Financial & Benefit Planning Overview
Lisa DiFranza, Esq. – Special Needs Trusts & Guardianship
🗓️ When: Thursday, May 7, 2026 | 4:30 PM – 5:30 PM
📍 Where: New York Life Office | 10375 Centurion Pkwy, Suite 300, Jacksonville, FL 32256
Ready to secure the road ahead?👉 Scan the QR code in the image to register for FREE!