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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YOUR PRACTICE FINTECH NOV 30, 2016
Older investors use both financial advisers and online advice

Clients want help beyond classic investment services.

RETIREMENT RETIREMENT PLANNING NOV 28, 2016
Many current retirees reluctant to tap savings

But without pensions, boomers won't have a choice.

RETIREMENT RETIREMENT PLANNING NOV 23, 2016
Seniors see Social Security changes as benefit cuts

New rules require weighing claiming strategies against competing income goals.

RETIREMENT RETIREMENT PLANNING NOV 22, 2016
Advisers' female clients will face higher retiree health costs

New report details the high cost of living longer with fewer resources than men.

RETIREMENT RETIREMENT PLANNING NOV 21, 2016
Why Social Security is crucial to women

Lower incomes and fewer assets in savings plans lead to problems in retirement.

RETIREMENT RETIREMENT PLANNING NOV 17, 2016
New Social Security rules and divorce

Two sets of benefits exist for ex-spouses depending on their birth dates.

Gradually converting a traditional IRA to a Roth can boost nest egg
RETIREMENT RETIREMENT PLANNING NOV 16, 2016
Gradually converting a traditional IRA to a Roth can boost nest egg

Plus, the strategy can help reduce required minimum distributions and cut taxes.

RETIREMENT RETIREMENT PLANNING NOV 15, 2016
New Social Security rules and divorce

Two sets of benefits exist for ex-spouses depending on their birth dates.

RETIREMENT RETIREMENT PLANNING NOV 02, 2016
Advisers still baffled by key rule changes to Social Security claiming strategies

One year after the Bipartisan Budget Act of 2015 was signed into law on Nov. 2, advisers and clients still brushing up on new rules.

RETIREMENT RETIREMENT PLANNING OCT 26, 2016
Big gap between Social Security cost-of-living adjustment and retiree inflation

Miniscule benefit hike won't protect seniors' buying power.