Results for "Mary Beth Franklin"

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Couples should coordinate Social Security, Medicare decisions

December 12, 2018

Young couples who marry, and even older couples tying the knot for the second time, may be prepared to utter the traditional wedding vow of 'til death do us part. But how many of them realize that their entwined lives will dictate key retirement...

Medicare enrollment: Prepare or pay the price

November 24, 2018

Who knew that turning 65 would be so​ fraught with confusion and angst? It has less to do with acquiring more gray hair — or losing your hair altogether— and more to do with the nagging feeling that you face a momentous decision with strict...

Advisers must step up guidance on Medicare, as flubs are costly

November 24, 2018

Mounting health-care costs mean medical bills increasingly have the potential to derail clients' carefully plotted plans for retirement. That makes it all the more important they get it right when it comes time to signing up for Medicare, the...

Advisers' guide to helping clients with open enrollment

November 24, 2018

Financial advisers should urge their clients who are already enrolled in Medicare to re-shop their Medicare coverage during open enrollment season, which runs from Oct. 15 through Dec. 7 each year for coverage beginning the following Jan. 1....

Countdown to Medicare and Social Security checklist

November 24, 2018

Age 62 Earliest age to apply for reduced Social Security retirement benefits, subject to earnings restrictions if working. Age 64 Research Medicare options. Age 65 Enroll in Medicare. Those who claim Social Security benefits early are automatically...

Tax-smart year-end charitable giving

November 21, 2018

When our extended family gathers around my sister's Thanksgiving table each year, we each express our gratitude for the people, events and experiences that shaped our lives over the past year. Inevitably, our thoughts and sympathies turn to...

Medicare high-income surcharges to increase in 2019

November 20, 2018

Each winter, the calendar is filled with predictable holiday milestones: Thanksgiving, Black Friday, Cyber Monday, Giving Tuesday and for high-income clients, Irritating IRMAA Day. If you're not familiar with that last one, you will be when...

For some women, widowhood produces a windfall — and plenty of headaches

November 17, 2018

Because of women's longer average lifespans and likelihood of widowhood, most discussions about women's retirement planning tend to focus on the financial risks of aging alone and the fact that single women over the age of 65 are more likely...

Why seniors need travel insurance

November 15, 2018

When your newly retired clients chat about their plans for an upcoming dream vacation abroad, are you prepared to raise the topic of travel insurance? While younger clients might dismiss the added expense as unnecessary, older clients should...

7 surprising things Medicare doesn't cover

November 12, 2018

Medicare pays for the bulk of medical expenses for individuals once they turn 65, but surprising gaps in coverage can wreak havoc with a retiree’s budget. Here are seven types of medical expenses that many retirees face but that traditional...

Future retirees focus on taxes

November 1, 2018

In the past, retirees relied on their accountants for tax advice. But future retirees increasingly are looking to their financial advisers for guidance on how to maximize their spendable retirement income by minimizing their taxes, according...

Near-retirees get a Halloween scare

October 31, 2018

Who needs to watch reruns of "Friday the 13th" horror movies for cheap Halloween thrills? A quick glance at the financial news, including the heart-stopping 900-point swing in the Dow Jones Industrial Average in intraday trading Monday, is enough...

Social Security and the fear of missing out

October 15, 2018

Fear of missing out, or FOMO, is generally associated with millennials who worry that something exciting is happening elsewhere when they're not there. But baby boomers are not immune from FOMO — a word officially added to the Oxford Dictionary...

2019 Medicare premiums announced

October 12, 2018

One day after the Social Security Administration announced that monthly benefits would increase by 2.8% next year, retirees got more good news. Medicare Part B premiums, which pay for outpatient services and doctor fees, will increase by only...

Social Security COLA for 2019 will be 2.8 percent

October 11, 2018

The Social Security Administration announced Thursday that 63 million beneficiaries, including retirees, disabled workers and their eligible dependents and surviving family members, will receive a 2.8% increase in benefits next year, the largest...

Mary Beth Franklin: Slowing drug costs temper health care inflation

October 3, 2018

The latest projection of retiree health care cost trends is a good news-bad news story that can arm financial advisers with appropriate inflation estimates to crank into their retirement income plans. In a positive development, overall annual...

Mary Beth Franklin: Ways to modernize Social Security benefits

October 3, 2018

Frankly, I am amazed and disappointed that the nation is only a month away from midterm elections in November and virtually no candidates from either party have mentioned Social Security. Ignoring the obvious does not diminish the fact that...

An adviser's guide to Medicare open enrollment

September 28, 2018

If you are younger than 65, you probably wonder what all the fuss is about as you're bombarded with television ads for Medicare Advantage and prescription drug plans each fall. As a financial adviser, you should view the annual Medicare open...

Health-care planning presents an opportunity for advisers

September 27, 2018

Like it or not, financial advisers need to factor health-care costs and funding solutions into future retirement income plans. Clients expect it, and tools are now available to personalize cost calculations and to provide a variety of funding...

Determining if a message from Social Security is a scam

September 19, 2018

A financial adviser contacted me recently to ask if the email he received from the Social Security Administration reminding him to review his estimated benefits statement online was valid. "Does Social Security send out these types of emails,...

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