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.
Jul 10, 2018
Reducing health care costs frees up more money to be invested
Jul 5, 2018
Advisers are challenged to protect against one of the biggest risks to a retirement plan.
Jul 3, 2018
Selling an engagement ring can jump-start savings
Jun 26, 2018
Affluent clients are confident about retirement plans, but not medical expenses
Jun 25, 2018
Contributing editor tests a long-held dream for her retirement and finds it lacking
Jun 21, 2018
The past year saw the biggest loss of the decade as increases in living expenses outpaced the cost-of-living adjustment
Jun 19, 2018
The new tax law could increase financial challenges for divorced people, but planning opportunities abound
Jun 14, 2018
Industry coalition seeks to educate the public and advisers about the value of annuities
Jun 5, 2018
Although the trust fund depletion date remains unchanged, 2034 is when surplus funds will run out if Congress doesn't act
Jun 4, 2018
Unofficial estimate would be largest increase since 2012, but retiree costs are growing even faster.