« 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.
703-609-4764
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
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
