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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=20190617064432

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


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


How to battle sequence-of-returns risk

May 25, 2019

Retiring during the longest-running bull market in history can be scary, as some begin to wonder when the good times will end


Dealing with widows requires empathy and patience

May 23, 2019

Advisers can help with financial triage and encourage clients to avoid rushing into nonurgent decisions


Future retirees often overestimate Social Security benefits

May 8, 2019

Advisory clients are better informed about claiming strategies


Hints about Social Security COLA and Medicare premiums in 2020

May 6, 2019

Medicare premium hikes could wipe out the cost of living adjustment for some retirees — again!


Widows, widowers and Social Security

May 1, 2019

Surviving spouses have more claiming options than other types of Social Security beneficiaries, but timing is crucial


Social Security funding outlook improves slightly

Apr 22, 2019

Retirement reserves extended one year; disability fund by 20 years


Grown children may be hazardous to your wealth

Apr 18, 2019

Boomers continue to subsidize adult offspring at the expense of their own retirement


The cost of putting off enrolling in a Medicare drug plan

Apr 15, 2019

Healthy seniors who sign up late face possible sticker shock

View all stories by Mary Beth »


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