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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=20181215002548

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


Couples should coordinate Social Security, Medicare decisions

Dec 12, 2018

Marital status and employment dictate signup deadlines


Anger over Ohio National's attack on VA contracts

Nov 30, 2018

Columnist is one of the owners of a VA contract that insurer is cutting fees on


Medicare enrollment: Prepare or pay the price

Nov 24, 2018

With rising health-care costs threatening to derail carefully constructed retirement plans, advisers should ensure clients successfully navigate the process of signing up for Medicare to avoid stiff penalties


Countdown to Medicare and Social Security checklist

Nov 24, 2018

Here's what advisers should be reviewing with their clients each year between ages 62 and 70


Advisers' guide to helping clients with open enrollment

Nov 24, 2018

There's still time to re-shop Medicare coverage for those already enrolled


Tax-smart year-end charitable giving

Nov 21, 2018

How to maximize donations under the new tax rules


Medicare high-income surcharges to increase in 2019

Nov 20, 2018

New top tier added for ultra-high-income retirees next year


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

View all stories by Mary Beth »


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