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Mary Beth Franklin

Contributing Editor

Mary Beth Franklinhttp://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=MBFranklin&maxw=220&cci_ts=20170816153908

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


How to fund a Social Security delay

Aug 11, 2017

Several strategies can cover the gap to help clients claim a bigger benefit later


Good health is key to retirement security

Aug 8, 2017

Incorporating health-care costs into retirement plans can boost an adviser's value


A refresher course on Social Security claiming rules

Aug 2, 2017

New "deeming" rules can trip up claiming strategies

frustration stress paperwork retirement main

Most women flunk retirement income literacy quiz

Jul 27, 2017

Many female clients want advisers to educate them about investing and longevity risks


Retirement planning for women

Jul 22, 2017

Women average longer lifespans and lower savings that require creative planning strategies


Missing from Retirement Income Planning: A Plan

Jul 21, 2017

Majority of advisers do not create written plans for clients, forgoing business growth opportunities

Social Security-main

Social Security reserves still expected to be depleted by 2034: annual report

Jul 13, 2017

Depletion of Disability (DI) trust fund pushed back five years due to a temporary increase of its share of the payroll tax


How Social Security treats the survivors of young workers

Jul 10, 2017

Eligibility rules are more lenient for the survivors of young workers because of their brief careers


Dual income couples complicate Social Security earnings test

Jul 6, 2017

Benefits of one — or both — could be reduced due to excess earnings


An adviser's guide to Social Security survivor benefits

Jun 29, 2017

Complex rules govern who gets what and when

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