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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 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
Social Security has special rules for divorce
Jul 23, 2019
Ex-spouses have more claiming options than married couples
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
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
Retirees lose $3.4 trillion by claiming Social Security too early
Jun 28, 2019
Study finds suboptimal timing costs $111,000 per household
Confusion around Medicare enrollment
Jun 28, 2019
Tools and courses can help advisers guide clients through deadlines and choices
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
