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Mary Beth Franklin

Contributing Editor

Mary Beth Franklinhttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=MBFranklin&maxw=220&cci_ts=20190520112736

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


Future retirees often overestimate Social Security benefits

May 8, 2019

Advisory clients are better informed about claiming strategies


Hints about Social Security COLA and Medicare premiums in 2020

May 6, 2019

Medicare premium hikes could wipe out the cost of living adjustment for some retirees — again!


Widows, widowers and Social Security

May 1, 2019

Surviving spouses have more claiming options than other types of Social Security beneficiaries, but timing is crucial


Social Security funding outlook improves slightly

Apr 22, 2019

Retirement reserves extended one year; disability fund by 20 years


Grown children may be hazardous to your wealth

Apr 18, 2019

Boomers continue to subsidize adult offspring at the expense of their own retirement


The cost of putting off enrolling in a Medicare drug plan

Apr 15, 2019

Healthy seniors who sign up late face possible sticker shock


Top reasons to file a tax extension

Apr 2, 2019

The penalty for failing to file exceeds the penalty for failing to pay, and an extension can also help with saving for retirement.


Update on Social Security reform

Mar 26, 2019

With the Social Security trust fund scheduled to run dry in 2034, a congressional panel holds hearings, but no action is expected this year


Choosing between a retroactive lump sum and a bigger monthly Social Security benefit

Mar 19, 2019

Some retirees can receive up to six months of back benefits


Baseball, taxes and retirement destinations

Mar 11, 2019

New tax rules could affect retirees' relocation decisions

View all stories by Mary Beth »


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