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Mary Beth Franklin

Mary Beth Franklin is a Contributing Editor at Investment News specializing in Social Security, Medicare and Retirement income. She has been a financial journalist for more than 40 years, covering everything from federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine. Mary Beth became a Certified Financial Planner in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast. In her free time, Mary Beth likes to read, garden, ski and play the piano. She received a BA in Communications from American University in 1975 where she continues to mentor journalism students.

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Diminished capacity creates new investment risk

White paper says financial services firms must adapt to the threat or pay the price.

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INmail: Delaying Social Security protects the younger spouse

To maximize benefits over the couple’s joint lifetimes, claiming her Social Security benefits early will likely result in the largest payout.

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Third of near-retirees fail basic Social Security quiz

The level of knowledge is improving but the public still needs guidance on decisions about claiming benefits.

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Demographics, Covid speed looming retirement crisis

A report from the Alliance for Lifetime Income calls for new retirement income model that includes annuities.

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82% of Americans say Covid affected their retirement plans

A Fidelity study underscores the importance of financial planning, but reveals that the term means different things to people of different ages.

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New option for Social Security training

The National Association of Registered Social Security Analysts' program qualifies for CFP and CPA continuing education credits.

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INmail: How to switch from spousal to retirement benefits online

One of the silver linings of the pandemic is the Social Security Administration has made it easier to conduct business online and over the phone.

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How Covid-19 changed retirement planning

When to claim Social Security is the top question for new retirees.

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INmail: Social Security wants its money back

When a family member dies, the Social Security office will often ask for the last check back.

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Medicare questions spike as boomers work past 65

Financial advisers are being bombarded with questions about whether clients need to enroll in Medicare.