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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=20170922130128

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


Demand for Social Security advice growing

Sep 21, 2017

Majority of future retirees threaten to switch from advisers who don't offer guidance


Social Security COLA could get wiped out by Medicare costs

Sep 15, 2017

But higher-income retirees' health insurance costs might remain the same

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Retirement-income theories confront reality

Sep 12, 2017

Latest robo-adviser challenges rule-of-thumb approaches


How to appeal higher Medicare premiums

Sep 6, 2017

Free guide now available for advisers on appealing income-related surcharges

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Reverse mortgages under fire again ​

Sep 6, 2017

New government report distorts facts and costs of home equity loans for seniors


HUD announces new reverse mortgage rules

Aug 30, 2017

Agency raises premiums, tightens borrowing limits for new loans to seniors


Social Security underpaid some survivor benefits

Aug 21, 2017

New report says staff errors resulted in lower payments to widows and widowers

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Surprising Social Security rules on divorce

Aug 16, 2017

Nuances of the 10-years-of-marriage rule and protections from vengeful spouses


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

View all stories by Mary Beth »