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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=20180118110833

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


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

Jan 17, 2018

This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive

Screenshot 2018-01-10 11.01.35

Time's up for feminine famine in financial planning?

Jan 10, 2018

Despite record number of new female CFPs, women still stuck at 23%


Social Security rules for new retirees

Jan 8, 2018

Clients can claim benefits even if earnings exceed annual limit

Social security-main

January surprise of vanishing Social Security COLA

Jan 5, 2018

Blame smaller-than-expected benefits on higher Medicare premiums


Clients need help filing Social Security disability claims

Dec 27, 2017

The backlog for appealing an adverse decision before an administrative law judge averages 605 days


New Social Security rules trip up widow's adviser

Dec 22, 2017

If she suspends her retirement benefits, she can't collect survivor benefits


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

Dec 20, 2017

Clients still have time to set up accounts before year-end, but some contribution deadlines have passed

College loan money saving education

New adviser credential hones accumulation skills

Dec 12, 2017

The American College of Financial Services seeks to help advisers up their value-add to clients


Older boomers embrace retirement, study finds

Dec 6, 2017

Sixty percent of retired boomers said life is better than they had expected


Medicare surcharge notices are shocking retirees

Dec 5, 2017

Selling a home or securities can push clients into a higher income tier, triggering premium increases

View all stories by Mary Beth »


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