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
Displaying 1064 results
Retirees fare better than pre-retirees during pandemic
RETIREMENT RETIREMENT PLANNING AUG 04, 2020
Retirees fare better than pre-retirees during pandemic

Millions of older Americans are providing financial support to adult children

Pandemic boosts concerns about retirement and Social Security
RETIREMENT RETIREMENT PLANNING JUL 30, 2020
Pandemic boosts concerns about retirement and Social Security

As COVID-19 resets Americans' retirement plans, surveys highlight the need for financial guidance to maximize benefits

The future of wealth management is female
NEWS RIAS JUL 29, 2020
The future of wealth management is female

Unprecedented asset shift to women expected within the decade

INmail: Estimating future Social Security benefits
RETIREMENT RETIREMENT PLANNING JUL 27, 2020
INmail: Estimating future Social Security benefits

The estimated benefit predicated for a client continuing to work at her current pay scale was calculated by Social Security. But, what about her benefits?

House panel looks at COVID-19 impact on Social Security
RETIREMENT RETIREMENT PLANNING JUL 22, 2020
House panel looks at COVID-19 impact on Social Security

Bills have been introduced in both the House and Senate that would adjust the formula to avoid a drop in benefits for those who turn 60 this year

How to respond to a long-term care premium hike
RETIREMENT RETIREMENT PLANNING JUL 16, 2020
How to respond to a long-term care premium hike

Weighing policy options to maintain coverage at an affordable price

INmail: Severance pay can temporarily boost Medicare premiums
RETIREMENT RETIREMENT PLANNING JUL 13, 2020
INmail: Severance pay can temporarily boost Medicare premiums

Will a wife lose all of her Social Security benefits due to increased Medicare premiums triggered by her husband’s severance package?

Why 2020 is a bad year to turn 60
RETIREMENT RETIREMENT PLANNING JUL 07, 2020
Why 2020 is a bad year to turn 60

COVID-related job losses this year could reduce Social Security benefits for millions of people born in 1960

Timing a Social Security claim when you have children
RETIREMENT RETIREMENT PLANNING JUN 30, 2020
Timing a Social Security claim when you have children

The Viagra college fund is alive and well, but the earnings test could reduce benefits

INmail: Spousal benefit math when claiming before full retirement age
RETIREMENT RETIREMENT PLANNING JUN 29, 2020
INmail: Spousal benefit math when claiming before full retirement age

By claiming her Social Security early, will my client's benefits be permanently reduced?