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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=20171019012714

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


Pre-retirement earnings can limit Social Security survivor benefits

Oct 16, 2017

Life insurance can fill the gap when a survivor's earnings jeopardize benefits

SS Piggy Bank

Social Security benefits to increase by 2% in 2018

Oct 13, 2017

Largest cost-of-living adjustment since 2012 may be offset for some by higher Medicare premiums


Report details rampant elder financial abuse

Oct 12, 2017

CFPB has logged more than 72,000 complaints over the past six years

Stethoscope and Charts

Medicare rules are needlessly complex

Oct 9, 2017

The BENES Act would streamline enrollment, minimize coverage gaps and help seniors avoid paying costly penalties for missing deadlines

Piggy Bank

Both spouses don't always need to delay Social Security until 70

Oct 3, 2017

Sometimes it's better to coordinate claiming strategies where one collects spousal benefits

Medicare Money

Stay up on Medicare enrollment with annual reviews

Oct 2, 2017

How to help clients navigate yearly changes that could affect their coverage and costs

Home main

Seniors scramble to beat reverse mortgage deadline

Sep 26, 2017

Demand for mandatory pre-loan counseling outstrips supply


Demand for Social Security advice growing

Sep 21, 2017

Majority of future retirees threaten to switch from advisers who don't offer guidance


Social Security COLA could get wiped out by Medicare costs

Sep 15, 2017

But higher-income retirees' health insurance costs might remain the same

Summer-retirement main

Retirement-income theories confront reality

Sep 12, 2017

Latest robo-adviser challenges rule-of-thumb approaches

View all stories by Mary Beth »