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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=20191207062624

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


Social Security's outdated rules

Dec 4, 2019

Delayed claiming favors the wealthy, while taxes on benefits hurt middle-income recipients


Timing is crucial for Social Security earnings test

Nov 26, 2019

Higher limits apply in the year a worker reaches full retirement age


An adviser's journey to happiness

Nov 15, 2019

Financial Freedom Wealth Management Group's Julia Carlson on 'the art of delegation'


Medicare premium increase and IRMAA surcharges announced for 2020

Nov 11, 2019

High-income surcharges will be adjusted for inflation for the first time in a decade


Guiding clients through the Medicare maze

Nov 11, 2019

Working with independent health insurance brokers can save time, money

Couple older illo_opt-Main

Why more seniors are working longer

Oct 24, 2019

Improved health, changing job characteristics and Social Security rules are responsible for the graying workforce


Medicare 2020 open enrollment begins Tuesday

Oct 15, 2019

Retirees can save money by reviewing new Medicare advantage and drug plan options for next year


Social Security COLA for 2020 will be 1.6 percent

Oct 10, 2019

Benefits and taxable wages to increase by the smallest amount in three years

Medical costs illo-Main

A new twist on Medicare open enrollment

Sep 30, 2019

The government projects a decline in premiums next year for Medicare Advantage and drug plans


Medicare IRMAA surcharges to be adjusted for inflation in 2020

Sep 16, 2019

Indexing will slow the rise in Medicare premiums for some retirees

View all stories by Mary Beth »


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