Mary Beth Franklin

Mary Beth Franklin is a Contributing Editor at Investment News specializing in Social Security, Medicare and Retirement income. She has been a financial journalist for more than 40 years, covering everything from federal budget and tax policies as a Capitol Hill reporter for United Press International to consumer finances as a writer and editor at Kiplinger’s Personal Finance magazine. Mary Beth became a Certified Financial Planner in 2015 and is an in-demand speaker at conferences for financial professionals as well as a frequent guest on numerous radio and television programs. She is the author of “Maximizing Your Social Security Retirement Benefits” and host of the Retirement Repair Shop podcast. In her free time, Mary Beth likes to read, garden, ski and play the piano. She received a BA in Communications from American University in 1975 where she continues to mentor journalism students.

Mary Beth Franklin
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RETIREMENT RETIREMENT PLANNING JAN 27, 2013
Social Security goes fully paperless

Delaying Social Security bennies could come back to bite clients
RETIREMENT RETIREMENT PLANNING JAN 25, 2013
Delaying Social Security bennies could come back to bite clients

Higher income may render seniors ineligible for subsidized LTC benefits

RETIREMENT RETIREMENT PLANNING JAN 20, 2013
Why the merry widow is so merry

RETIREMENT RETIREMENT PLANNING JAN 20, 2013
How self-employment made my season bright

Figuring out Social Security spousal benefit requires some ciphering
RETIREMENT RETIREMENT PLANNING JAN 20, 2013
Figuring out Social Security spousal benefit requires some ciphering

Sometimes it's a lot more complicated than just dividing by 2

Self-employment a halfway house for retirement
RETIREMENT RETIREMENT PLANNING JAN 17, 2013
Self-employment a halfway house for retirement

Home-based work makes for a good transistion for clients looking to ease into their golden years

Mary Beth Franklin: The one thing advisers should know about Social Security
RETIREMENT RETIREMENT PLANNING JAN 15, 2013
Mary Beth Franklin: The one thing advisers should know about Social Security

When it comes to retirement benefits and survivor benefits, don't cross the streams

Should widows take survivor or retirement benefits?
RETIREMENT RETIREMENT PLANNING JAN 15, 2013
Should widows take survivor or retirement benefits?

Actually, they can claim one type early and switch to the other later to maximize benefits

No linkage as Social Security stays unchained — for now
RETIREMENT RETIREMENT PLANNING JAN 11, 2013
No linkage as Social Security stays unchained — for now

Pressure builds to scale back annual inflation adjustments

Last chance for some clients to lower their 2012 tax bill
RETIREMENT TAX JAN 09, 2013
Last chance for some clients to lower their 2012 tax bill

Older IRA owners can still direct distribution to charity