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
Final days of file-and-suspend claiming strategy
RETIREMENT RETIREMENT PLANNING FEB 05, 2020
Final days of file-and-suspend claiming strategy

Lump sum payout still an option for those who filed by April 2016 deadline

Planning for a 21st century retirement
NEWS OPINION JAN 28, 2020
Planning for a 21st century retirement

Working longer and delaying Social Security can significantly boost retirees' income

No fun: A vacation-home sale can raise Medicare premiums
RETIREMENT RETIREMENT PLANNING JAN 22, 2020
No fun: A vacation-home sale can raise Medicare premiums

A one-time income hike triggers a temporary high-income surcharge

Her Voice Matters: Sitting down with an industry icon
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JAN 22, 2020
Her Voice Matters: Sitting down with an industry icon

Inspiring financial literacy, Carrie Schwab-Pomerantz follows her father's footsteps to bring investing to the masses.

Social Security phone scams on the rise
RETIREMENT RETIREMENT PLANNING JAN 15, 2020
Social Security phone scams on the rise

Tax season is a lucrative time for ID thieves

It’s do-over season for Medicare Advantage plans
RETIREMENT RETIREMENT PLANNING JAN 09, 2020
It’s do-over season for Medicare Advantage plans

Members can switch health and drug plans during the annual open enrollment, which runs through March

What’s new for Social Security in 2020?
NEWS OPINION JAN 06, 2020
What’s new for Social Security in 2020?

The changes include higher payroll taxes, larger benefits and a promise of improved customer service

NEWS OPINION DEC 19, 2019
How proposals to tax more wages could boost Social Security benefits — or not

One possible way to improve the solvency of the Social Security system is to boost the amount of earnings subject to the payroll tax.

Medicare and health savings accounts don't mix
RETIREMENT RETIREMENT PLANNING DEC 11, 2019
Medicare and health savings accounts don't mix

Unwary older workers can face tax penalties for funding an HSA after 65.

Social Security's outdated rules
NEWS OPINION DEC 04, 2019
Social Security's outdated rules

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