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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
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
Near-retirees get a Halloween scare
Oct 31, 2018
Market volatility could threaten retirement security
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
