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Mary Beth Franklin

Contributing Editor

Mary Beth Franklin

Mary Beth Franklin is a contributing editor at InvestmentNews. As a nationally recognized expert in Social Security claiming strategies, she is also a frequent public speaker. With a background as a Capitol Hill reporter and a former retirement and tax editor at a national magazine, Mary Beth writes regularly about the latest research and thought leadership on retirement income planning. In her free time she likes to garden, ski, play the piano and travel with her recently retired husband. Her book, “Maximizing Your Clients’ Social Security Retirement Benefits,” is available for purchase.

Recent Articles

Growing consumer demand for health care and Social Security advice

Jun 24, 2015

Report shows an opportunity for advisers with this expertise

Tackling the challenge of 401(k)s for small businesses

Jun 22, 2015

A new plan design and technology aims to expand access, reduce costs

Majority of Americans flunk Social Security quiz

Jun 12, 2015

Seventy-one percent falsely believe that full retirement age is still 65

Social Security envisions a new tech-savvy future

Jun 10, 2015

Agency embraces technology while juggling demand for increased face-to-face service

A Social Security benefit is a terrible thing to waste

Jun 9, 2015

Sometimes there is no clever claiming strategy available to boost lifetime benefits given the difference in ages between two spouses

Why advisers need to stop scaring pre-retirees

May 28, 2015

When clients start a financial conversation with decreased confidence and a perceived loss of control, they often resist taking action

When both spouses lose some or all of their Social Security benefits

May 27, 2015

Excess earnings before full retirement age can reduce payments to both spouses

Social Security's $12.4 million error

May 19, 2015

Agency overpays spousal benefits to some public employees, underpays others

Help investors plug the $24 billion retirement savings leak

May 12, 2015

The typical worker forfeits $1,336 a year in lost 401(k) employer matches

Elder care needs will transform advice industry

May 11, 2015

Demand will shift from retirement income to housing and care issues

More by Mary Beth Franklin »