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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=20190817184152

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


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


Terminal diagnosis affects Social Security timing

Jun 5, 2019

Shortened life expectancy puts the focus on future survivor benefits

View all stories by Mary Beth »


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