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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=20181119174058

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


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

Nov 17, 2018

Women who are beneficiaries of their late husbands' estates could be shocked at how much more they owe in taxes


Why seniors need travel insurance

Nov 15, 2018

Medicare doesn't cover medical costs outside the U.S.


Future retirees focus on taxes

Nov 1, 2018

Clients expect advice on tax-efficient withdrawal strategies


Near-retirees get a Halloween scare

Oct 31, 2018

Market volatility could threaten retirement security


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

View all stories by Mary Beth »


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