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 FEB 23, 2016
How employment affects Social Security

Benefits may be reduced if you claim before 66 and continue to work.

RETIREMENT RETIREMENT PLANNING FEB 23, 2016
How employment affects Social Security

Benefits may be reduced if you claim before 66 and continue to work.

RETIREMENT RETIREMENT PLANNING FEB 19, 2016
Social Security issues new file-and-suspend guidelines

April 29 deadline looms for those who want to take advantage of current rules.

Social Security Administration releases details of rule on new spousal benefits claiming strategy
RETIREMENT RETIREMENT PLANNING FEB 17, 2016
Social Security Administration releases details of rule on new spousal benefits claiming strategy

But the Social Security Administration still has no guidelines for file-and-suspend deadlines.

Adjusting Social Security claiming strategies for new rules
RETIREMENT RETIREMENT PLANNING FEB 11, 2016
Adjusting Social Security claiming strategies for new rules

Here are a few scenarios that can help you guide your clients' decisions.

Some local Social Security Administration offices refuse to process benefit applications
RETIREMENT RETIREMENT PLANNING FEB 08, 2016
Some local Social Security Administration offices refuse to process benefit applications

Having problems trying to file and suspend before deadline? You're not alone.

Some local Social Security Administration offices refuse to process benefit applications
RETIREMENT RETIREMENT PLANNING FEB 08, 2016
Some local Social Security Administration offices refuse to process benefit applications

Having problems trying to file and suspend before deadline? You're not alone.

Merrill Lynch launches Social Security claiming tool
RETIREMENT RETIREMENT PLANNING FEB 08, 2016
Merrill Lynch launches Social Security claiming tool

Other advisers can take a page from the the firm's action plan.

Are your clients using the wrong account to save for retirement?
RETIREMENT RETIREMENT PLANNING FEB 08, 2016
Are your clients using the wrong account to save for retirement?

Provocative article suggests health savings accounts may top 401(k) plans as wealth accumulation vehicle.

Retirement income hit with highest effective tax rates
RETIREMENT RETIREMENT PLANNING FEB 04, 2016
Retirement income hit with highest effective tax rates

New software helps advisers maximize spendable income for clients.