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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=20170723145810

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


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


Don't mess with Social Security disability rules ​

Jun 20, 2017

Attempts to suspend benefits can have disastrous results


Retiree health care costs rising faster than Social Security benefits

Jun 14, 2017

Allocating a portion of savings in the right accounts can help manage costs


Social Security cost-of-living adjustment predicted for 2018

Jun 5, 2017

But a significantly higher increase would not make up for the negative impact rising inflation has had on seniors' buying power


Rectifying Social Security's flawed advice

May 24, 2017

Put your request in writing, enlist help if needed and don't give up

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