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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

A recipe for future retirement security

Jan 22, 2015

Early financial literacy training is key

Investigate Social Security claiming tools for free

Jan 20, 2015

When considering a Social Security software program, make sure it covers all of your potential client profiles

Quicken offers Social Security Optimizer to consumers

Jan 13, 2015

LifeYield tool, previously available only to advisers, targets DIY investors

House GOP targets Social Security funding

Jan 12, 2015

New rule sets up future showdown on disability financing fix

Finding solutions to the key challenges of modern retirement

Jan 11, 2015

The brief golden age of retirement is over, but investing legend Charles Ellis outlines solutions to a potential crisis

Social Security's special tax rule for repaying benefits

Jan 9, 2015

Amount of repayment determines method

How Social Security cost-of-living adjustments change benefits this year

Jan 5, 2015

Retiree benefits increase and so do taxes for high-income workers

Resolving confusion over Social Security survivor benefits

Dec 30, 2014

Higher-earning spouse wrongly believed she couldn't collect widow's benefit

Understanding Social Security rules for divorced spouses

Dec 23, 2014

Hint: The magic age of 66 applies to exes, too

As nest eggs grow, so does need for expertise

Dec 21, 2014

Many have significant savings but don't know how to make it last

More by Mary Beth Franklin »