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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=20181017212618

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


Social Security and the fear of missing out

Oct 15, 2018

How to lower expectations when clients think they're owed a bigger benefit


2019 Medicare premiums announced

Oct 12, 2018

Slight increase in Part B premium to $135.50 per month is in line with expectations

Soc Sec illo

Social Security COLA for 2019 will be 2.8 percent

Oct 11, 2018

It's the largest annual cost-of-living increase in benefits since 2012


Mary Beth Franklin: Ways to modernize Social Security benefits

Oct 3, 2018

Options include boosting benefits for widows and the poor at the expense of high earners


Mary Beth Franklin: Slowing drug costs temper health care inflation

Oct 3, 2018

But medical expenses will consume a growing portion of retirement budgets


An adviser's guide to Medicare open enrollment

Sep 28, 2018

Encourage clients to review their drug coverage and Advantage plans for 2019


Health-care planning presents an opportunity for advisers

Sep 27, 2018

New tools calculate costs, potential savings and solutions


Determining if a message from Social Security is a scam

Sep 19, 2018

Hint: Pay attention to emails, ignore phone calls


2019 Social Security cost-of-living adjustment now expected to be 2.8 percent

Sep 14, 2018

Slightly lower estimate would still be the largest cost-of-living increase since 2012


Inaccurate info from Social Security Administration a challenge for widows

Sep 12, 2018

Stresses of losing spouse include steep decline in household income for many, according to a survey

View all stories by Mary Beth »


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