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Mary Beth Franklin

Contributing Editor

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Mary Beth Franklinhttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=MBFranklin&maxw=220&cci_ts=20190826062132

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

CoupleandRep-Main

Social Security rules for nonworking spouses

Aug 19, 2019

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

SocialSecurity-Main

Clients worry about future Social Security cuts

Aug 12, 2019

Advisers need to monitor the political landscape and develop backup plans

socsecurity-main

Social Security and Medicare issues get personal

Aug 6, 2019

Forced to slow down, columnist contemplates the future of retirement

DivorceMarriage-Main

Social Security has special rules for divorce

Jul 23, 2019

Ex-spouses have more claiming options than married couples

Retiredcoupleillo-Main

Women in two-income households face greatest retirement risk

Jul 16, 2019

Research finding contradicts conventional wisdom holding that single women face bleaker retirement prospects

ElderExercising-Main

Why healthy clients need to save more for retirement

Jul 8, 2019

Tax-free health savings accounts, Roth IRAs, insurance and annuities can help cover retirees' future health-care costs

Piggybankbrokenillo-Main

Retirees lose $3.4 trillion by claiming Social Security too early

Jun 28, 2019

Study finds suboptimal timing costs $111,000 per household

MedicareCost-Main

Confusion around Medicare enrollment

Jun 28, 2019

Tools and courses can help advisers guide clients through deadlines and choices

SocialSecurityMoney-Main

How to suspend Social Security benefits

Jun 19, 2019

The move can boost future benefits — but beware of unintended consequences

PiggyBankcoins-Main

Special Social Security rules for public sector employees

Jun 12, 2019

Two exceptions can ease the sting of offsets that reduce benefits

View all stories by Mary Beth »

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