« 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
How to suspend Social Security benefits
Jun 19, 2019
The move can boost future benefits — but beware of unintended consequences
Special Social Security rules for public sector employees
Jun 12, 2019
Two exceptions can ease the sting of offsets that reduce benefits
Terminal diagnosis affects Social Security timing
Jun 5, 2019
Shortened life expectancy puts the focus on future survivor benefits
How to battle sequence-of-returns risk
May 25, 2019
Retiring during the longest-running bull market in history can be scary, as some begin to wonder when the good times will end
Dealing with widows requires empathy and patience
May 23, 2019
Advisers can help with financial triage and encourage clients to avoid rushing into nonurgent decisions
Future retirees often overestimate Social Security benefits
May 8, 2019
Advisory clients are better informed about claiming strategies
Hints about Social Security COLA and Medicare premiums in 2020
May 6, 2019
Medicare premium hikes could wipe out the cost of living adjustment for some retirees — again!
Widows, widowers and Social Security
May 1, 2019
Surviving spouses have more claiming options than other types of Social Security beneficiaries, but timing is crucial
Social Security funding outlook improves slightly
Apr 22, 2019
Retirement reserves extended one year; disability fund by 20 years
Grown children may be hazardous to your wealth
Apr 18, 2019
Boomers continue to subsidize adult offspring at the expense of their own retirement
