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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=20170329031154

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-Main

Hiring freeze and budget cuts impact Social Security claims

Mar 27, 2017

Despite longer waits and declining service, checks are safe — for now


Medicare rules differ for small business owners and employees

Mar 13, 2017

They must enroll when they turn 65 or face lifelong penalties


Gray divorce presents Social Security challenges

Mar 10, 2017

Length of marriage, years since divorce and age of ex-spouses affect claiming options


Study finds most retirees want guaranteed lifetime income

Mar 8, 2017

Consumers want products that offer peace of mind and make it easier to manage a budget in retirement


Strict timeline governs health savings accounts and Medicare

Feb 28, 2017

Beware of a six-month look-back period and tax penalties


Demographic shift of retirees to affect consumer spending

Feb 24, 2017

Some retirement destinations will likely see more than 30% consumption growth due to population shifts.


Using IRAs to reduce Medicare premiums

Feb 21, 2017

Directing a portion of required minimum distributions directly to a charity can reduce both taxes and Medicare premiums

Small and large course corrections can add up to big savings for retirement

Feb 15, 2017

Financial advisers can prove their worth as they help their clients consider a range of possibilities to improve their retirement security

Social Security Administration continues to give bad advice on claiming rules

Feb 13, 2017

Staff denies some eligible applications for spousal benefits

Medicare enrollment ends HSA eligibility

Feb 9, 2017

Working longer can allow continued contributions

View all stories by Mary Beth »