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Plan for your first meeting with a financial adviser. Plus, is a Midwestern retirement for you? Created for you@example.com | Web Version October 17, 2026 FOLLOW US: SIGN UP ⋅ WEBSITE Featured (Getty Images) The Complete Dow 30 Scorecard: Every Stock Ranked by the Pros When the market is down, Dow Jones stocks can provide you with stability. Our experts have ranked the best Dow Jones stocks for right now. As expected, the big names like Nvidia, Microsoft, and Amazon made the list, but the other picks may surprise you. See Rankings ADVERTISEMENT Avoid These Costly Retirement Mistakes A financial adviser who understands your unique goals can help reduce unnecessary risk and keep you on track. Schedule a call with one of our professionals to discuss gaps and opportunities in your strategy. In the meantime, download the guide to start refreshing your investment plan. Download Now Social Security 2027 Social Security COLA is 3.6%: What You Need to Know The Social Security Administration announced this week that the cost-of-living adjustment for 2027 will be 3.6%. We broke down what this number means for you and your check. Learn More In Case You Missed It (Getty Images) Everything You Need to Know About the Midterms and Your Portfolio The midterm elections are right around the corner, with early voting in some states set to open next week. If you’re worried about how the outcome of these elections could impact your portfolio, you may not have to be. Senior investing writer Dan Burrows explains why politics and portfolios don’t mix. Why Not To Worry NEXT READ: What to Make of the Bond Market Rout Retirement 12 Great Places to Retire in the Midwest When planning a retirement relocation, you may first think of states like Florida or Arizona. However, before heading south, you may want to consider the Midwest. With low costs of living, healthcare, beautiful scenery and plenty to keep you busy, a Midwestern retirement may be right for you. Plan Your Move ADVERTISEMENT Maximize Your Savings, Minimize Your Taxes Planning ahead can help your savings last longer and reduce your tax burden. Our advisors can guide you toward strategies that save time and help your money work harder. Paid non-client promotion LEARN MORE Special Offer from Kiplinger Personal Finance Build wealth. Cut taxes. Retire rich. Get a FREE ISSUE of Kiplinger Personal Finance magazine, and save up to 77% to subscribe. Includes special issues such as Investing Outlook, Retirement Planning, Mutual Fund Roundup, and Guide to ETFs. Count on Kiplinger for trustworthy help to build wealth, spend wisely, cut taxes, and retire rich. CLICK HERE Financial Planning (Getty Images) Meeting With a Financial Adviser for the First Time? Here's How to Prepare A little preparation can help you get more out of your first meeting with a financial adviser. Here's what to gather, what to expect and the questions you should be ready to ask. Prepare Yourself NEXT READ: Is Your Adviser Qualified to Handle Your ESOP? Mistakes Can Cost You Thousands Estate Planning Should You Give While You Live Or Wait Until Death? The Great Wealth Transfer is upon us. Discover whether your heirs benefit more if you give now or let your assets grow. When To Donate ADVERTISEMENT Share Your Life Story In A Memoir—Written By Us Let us transform your life's journey into a beautifully crafted memoir for your family, without you having to write a single word. We'll capture your stories in face-to-face interviews, and a skilled writer will transform your spoken words into a narrative in your voice. Call 844 399 0426 to start LEARN MORE MORE FROM KIPLINGER Don't miss our other free newsletters on everything from shopping and saving, to investing, taxes, retirement and more. Plus, get a free issue of Kiplinger Personal Finance magazine in our app. No download required! Visit the Kiplinger Store for money-saving offers to help you build wealth, cut taxes, and retire rich