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Mary Beth Franklin

Contributing Editor

Mary Beth Franklin

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

Why advisers need to stop scaring pre-retirees

May 28, 2015

When clients start a financial conversation with decreased confidence and a perceived loss of control, they often resist taking action

When both spouses lose some or all of their Social Security benefits

May 27, 2015

Excess earnings before full retirement age can reduce payments to both spouses

Social Security's $12.4 million error

May 19, 2015

Agency overpays spousal benefits to some public employees, underpays others

Help investors plug the $24 billion retirement savings leak

May 12, 2015

The typical worker forfeits $1,336 a year in lost 401(k) employer matches

Elder care needs will transform advice industry

May 11, 2015

Demand will shift from retirement income to housing and care issues

Missed Social Security claiming opportunity costs client more than $29,000

May 4, 2015

What you don't know about Social Security can hurt you — and your clients

Friends are OK, as we cruise toward retirement

Apr 27, 2015

Author conducts her own focus group among peers

Singles can file and suspend Social Security benefits

Apr 20, 2015

But this creative claiming strategy stumps some Social Security Administration employees

Nearly half of retirees wish they had retired earlier

Apr 15, 2015

But savings gap may force future retirees to work longer

Social Security closes claiming loophole for people with disabilities

Apr 14, 2015

Rule clarification eliminates option to collect auxiliary benefits

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