« Staff Listing
Mary Beth Franklin
Contributing Editor
staffMary 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.
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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
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
