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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

Women and retirement planning: Walk a mile in her shoes

Oct 4, 2015

Book offers advisers insights on connecting with female clients

Consumers lack detailed knowledge of Social Security

Sep 28, 2015

New survey finds advisers can play crucial role in maximizing clients' benefits

Complex Social Security rules for divorced spouses

Sep 28, 2015

You must be single to collect spousal benefits on an ex

How Social Security claiming strategies affect Medicare premiums

Sep 23, 2015

One strategy may protect you from higher premiums in 2016; the other won't

Dispatch from the retirement front – one year later

Sep 17, 2015

InvestmentNews contributing editor reflects on how life has changed since her husband retired a year ago

Social Security benefits for remarried widows and widowers

Sep 8, 2015

Remarriage at age 60 or later preserves the right to survivor benefits

Worst-case scenario for Medicare premium hike in 2016

Aug 31, 2015

Medicare premiums have been rising twice as fast as Social Security COLAs

How and why to file for Social Security benefits online

Aug 24, 2015

Given long waits on the phone or for in-person appointments, online applications could be the best way to go

Health care costs can derail retirement plans

Aug 19, 2015

Tools can help advisers refine cost projections and reduce Medicare surcharges

Delaying Social Security may boost Medicare costs

Aug 17, 2015

Advisers worry about impact of file-and-suspend strategy on 2016 health-care premiums

More by Mary Beth Franklin »