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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=20191014003435

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 COLA for 2020 will be 1.6 percent

Oct 10, 2019

Benefits and taxable wages to increase by the smallest amount in three years

Medical costs illo-Main

A new twist on Medicare open enrollment

Sep 30, 2019

The government projects a decline in premiums next year for Medicare Advantage and drug plans


Medicare IRMAA surcharges to be adjusted for inflation in 2020

Sep 16, 2019

Indexing will slow the rise in Medicare premiums for some retirees

Social Security and benjamins illo-Main

2020 Social Security COLA expected to be 1.6%

Sep 12, 2019

The unofficial estimate would represent the smallest increase in benefits in three years


A Social Security workaround for some divorced spouses

Sep 9, 2019

Claiming benefits on an ex can speed collection of benefits on a new spouse


Creating time-tested retirement income plans

Sep 3, 2019

Two veteran advisers reflect on more than 35 years of managing retirees' assets and expectations.


When to buy Medigap insurance

Aug 26, 2019

Rise in Medigap premiums is outpacing Social Security's cost-of-living adjustment, and the disparity is likely to get worse in 2020


Social Security rules for nonworking spouses

Aug 19, 2019

Worker must claim benefits to trigger the spousal benefit for a mate


Clients worry about future Social Security cuts

Aug 12, 2019

Advisers need to monitor the political landscape and develop backup plans


Social Security and Medicare issues get personal

Aug 6, 2019

Forced to slow down, columnist contemplates the future of retirement

View all stories by Mary Beth »


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