Results for "mary beth franklin"

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Beware: Medicare surcharges can change throughout year based on latest tax return

January 17, 2018

It's a new year and time for another dispatch from the retirement front, an occasional series of columns where I chronicle life with my retired husband and describe our personal retirement decisions. I hope it provides some insights to advisers...

Time's up for feminine famine in financial planning?

January 10, 2018

Here's my personal wish for 2018: As #MeToo gives way to #TimesUp as Hollywood's response to sexual harassment charges, I hope a similar resolve to boost the ranks of female financial advisers finds new inspiration to transform the profession...

Social Security rules for new retirees

January 8, 2018

I've received several questions from financial advisers recently asking what will happen to their clients who claim Social Security this year after they have already earned more than the annual earnings limit. Will their benefits be reduced...

January surprise of vanishing Social Security COLA

January 5, 2018

Now that it's January, financial advisers should prepare themselves for an onslaught of questions from clients asking why their monthly Social Security check stayed the same or even declined this month. After all, weren't Social Security benefits...

2018 Social Security and Medicare changes

January 2, 2018

The new year brings with it changes to how much retirees will receive from Social Security and how much more some higher-income workers will contribute in payroll taxes toward their future benefits. Most Medicare beneficiaries will pay more...

New Social Security rules trip up widow's adviser

December 22, 2017

Whenever I conduct Social Security seminars for consumers and financial advisers around the country, I tell audiences that retirement benefits and survivor benefits represent two separate pots of money. Generally, if you are entitled to both,...

Interest in donor-advised funds surges in response to tax changes

December 20, 2017

With Congress passing the most sweeping tax law changes in a generation, the three major providers of donor-advised funds — Charles Schwab & Co. Inc., The Vanguard Group Inc. and Fidelity Charitable — report a high volume of new accounts,...

Pre-retirement checklist

December 13, 2017

Many of us who first heard the Beatles song “When I’m 64” when it was released as part of the Sgt. Pepper’s Lonely Hearts Club Band album 50 years ago never thought we would ever get that old. But for those of us lucky enough to make...

New adviser credential hones accumulation skills

December 12, 2017

There is no question that the wealth management industry is changing. The question for financial advisers is how do they differentiate themselves in a post-fiduciary environment with robo-advisers nipping at their heels? Perhaps it's time to...

Mary Beth Franklin: How clients can afford to delay Social Security

December 11, 2017

Clients who don't want to continue working past age 66 can access retirement savings early, buy a short-term fixed payout annuity or use a reverse mortgage for a few years.

Mary Beth Franklin: Using home equity as retirement income

December 11, 2017

Recent research suggests that a reverse mortgage can help increase income for retirees, and could replace the "4%-rule" regarding how much to withdraw from their portfolios each year after they stop work.

Mary Beth Franklin's advice for optimizing Social Security claiming strategies

December 8, 2017

InvestmentNews' retirement guru Mary Beth Franklin offers strategies you can put into place that may significantly increase your clients' Social Security draw.

Older boomers embrace retirement, study finds

December 6, 2017

A funny thing happened on the way to retirement. For many boomers, fear of the unknown gave way to contentment once they got to the other side. Six out of 10 retired boomers feel better than expected about their retirement, according to a new...

Medicare surcharge notices are shocking retirees

December 5, 2017

There's a new Grinch in town and her name is IRMAA. That's shorthand for the Income-Related Monthly Adjustment Amount notices that the Social Security Administration sends at the end of each year to inform Medicare enrollees how much they will...

Last chance for clients to save on drug costs

December 1, 2017

There are only a few shopping days left—and I'm not talking about storming the local mall or clicking your way through Amazon.com to fulfill your loved ones' holiday wish list. I'm referring to something that can save older Americans significant...

Eleanor Blayney to retire from CFP Board

November 28, 2017

Long-time women's advocate Eleanor Blayney will step down from her position as Special Advisor on Gender Diversity at the end of the year, the Certified Financial Planner Board announced Tuesday. Although Ms. Blayney plans to retire, she doesn't...

Medicare premiums and Social Security COLAs: Here's why retirees will pay up in 2018

November 21, 2017

Here's a riddle: How can Medicare premiums remain the same in 2017 and 2018 yet result in a 23% increase for millions of retirees? That's the quandary that many financial advisers will face next year when they try to explain to some retired...

One place where the women wealth equation doesn't add up

November 20, 2017

The power of the purse is enormous and growing. Women control nearly 60% of the wealth in the United States, represent nearly half of American millionaires and are expected to control two-thirds of the nation's wealth by 2030. The only part...

2018 Medicare changes will erase Social Security COLAs for many

November 17, 2017

The Centers for Medicare & Medicaid Services (CMS) announced Friday that the standard monthly premium for Medicare Part B, which covers outpatient services and doctor's bills, will remain at $134 per month in 2018. While it may seem counterintuitive,...

Boost retirement income with home equity

November 13, 2017

Using home equity to enhance retirement income planning is an emerging topic in financial planning. When I address consumer groups and conferences for financial professionals all around the country, I note that the traditional three-legged stool...

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