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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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Displaying 1104 results

Topic

Wealthier clients saving in 401(k)s may fall into tax trap

Too much money in tax-deferred retirement accounts could undermine clients' financial plans if taxes rise in the future to pay for today’s exploding government spending.

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Social Security adds new guidance to online statements

The agency includes new fact sheets that target different age groups and special situations, such as eligibility for benefits.

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Women rely on financial advisers more than men

But many women are reluctant to pay for advice, with only 51% of female respondents surveyed by Cerulli agreeing that they are willing to pay for financial advice, compared with 58% of men.

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Stalking a Social Security application decision

The application for benefits was submitted more than seven weeks earlier; persistence pays off in tracking down why the response took so long.

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INmail: When to claim survivor benefits

If the goal is to collect the largest possible survivor benefit, wait until full retirement age to claim it.

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COVID accelerates the evolution in key financial planning trends

Women Adviser Summit speaker Shannon Spotswood of RFG Advisory says the pace of change in the advisory business 'has been put on steroids' and explains how to future-proof your business.

Topic

Women’s retirement plans torpedoed by COVID

Nearly three-quarters of women with investible assets of $100,000 or more say the pandemic has negatively impacted their ability to retire, but as that is happening, more women are turning to financial professionals for advice, according to a Nationwide survey.

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INmail: Social Security rules for divorced spouses

Can a divorced person still collect Social Security benefits on an ex’s earnings record?

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Beware: Enrolling in Medicare can nix contributing to an HSA

HSAs have no annual use-it-or-lose-it requirements, and balances can be carried forward from year to year and withdrawn tax-free in retirement to pay for medical expenses, such as Medicare and long-term care premiums — but not Medigap premiums.

Topic

When eligibility for retirement and disability benefits overlaps

A new report from the Social Security Administration provides a road map for maximizing benefits for individuals who qualify for both programs.

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