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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=20190219010915

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


Rules for claiming Social Security at 70

Feb 11, 2019

Some individuals' benefits will begin automatically; others have to take action


Don't wait too long to claim Social Security

Feb 4, 2019

Delayed retirement credits end at 70, so there's no reason to defer claiming beyond that age


Readers weigh in on annuity buyout offer

Jan 23, 2019

The majority urge the columnist to stick with her guaranteed income contract


My Medicare year

Jan 21, 2019

The year before you turn 65 is a good time to review your Medicare options


Anatomy of an annuity buyout offer

Jan 14, 2019

Readers are invited to comment on whether the columnist should keep or ditch her Ohio National VA contract


Social Security and gray divorce

Jan 2, 2019

A couple's claiming strategy backfires after their marriage fails


Calculating Social Security survivor amounts

Dec 19, 2018

What happens to the survivor if a worker dies before claiming benefits?


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

View all stories by Mary Beth »


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