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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=20170523125301

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


Social Security Administration steps up online security

May 15, 2017

Starting June 10, verification code required to access personal accounts


Retirement taxes are not for sissies

May 11, 2017

Opportunities abound for advisers schooled in tax-efficient withdrawals


Social Security blocks clients' claiming strategies

May 9, 2017

Sometimes it is possible to reverse unintended claims


Milestone birthday triggers crucial financial decisions

May 5, 2017

In latest dispatch from the retirement front, InvestmentNews' contributing editor mulls health insurance, estate planning choices


How Social Security treats remarriage

May 1, 2017

Sometimes it pays to wait to take a second trip down the aisle


Social Security: Later is better

Apr 26, 2017

New Fidelity survey shows more Americans plan to wait to claim benefits


Retirees embrace the gig economy

Apr 21, 2017

For some, freelance work replaces pensions in traditional retirement three-legged stool


Courses available to become a Medicare pro

Apr 12, 2017

New online courses explain crucial retiree health care issues for advisers


Social Security update for same-sex couples

Apr 10, 2017

Claiming rules have evolved since 2015 Supreme Court decision

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How to spot fake answers from Social Security Administration reps

Apr 3, 2017

Use these cheat sheets about rule changes to help clients claim benefits

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