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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Social Security details new rules on claiming strategies
RETIREMENT RETIREMENT PLANNING FEB 03, 2016
Social Security details new rules on claiming strategies

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

How to best adjust your plans to new Social Security claiming strategies
RETIREMENT RETIREMENT PLANNING FEB 01, 2016
How to best adjust your plans to new Social Security claiming strategies

Here are a few scenarios that can help guide your claiming decisions.

Test your knowledge about upcoming Social Security changes
RETIREMENT RETIREMENT PLANNING JAN 28, 2016
Test your knowledge about upcoming Social Security changes

A new online quiz is tougher than it looks.

Are you using the wrong account to save for retirement?
RETIREMENT RETIREMENT PLANNING JAN 20, 2016
Are you using the wrong account to save for retirement?

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

RETIREMENT RETIREMENT PLANNING JAN 20, 2016
Social Security claiming questions persist

The Social Security Administration still has not provided official guidance on coming changes.

Medicare surcharge letters dampen holiday spirits
RETIREMENT RETIREMENT PLANNING JAN 15, 2016
Medicare surcharge letters dampen holiday spirits

Income-related premium hikes for 2016 confuse advisers, clients.

Key 2016 dates for retired clients
RETIREMENT RETIREMENT PLANNING JAN 12, 2016
Key 2016 dates for retired clients

Make sure your clients comply with deadlines for taxes, Medicare, Social Security and retirement distributions.

Gray divorce boosts poverty level for women
RETIREMENT RETIREMENT PLANNING JAN 08, 2016
Gray divorce boosts poverty level for women

New Social Security rules will limit claiming options for ex-spouses.

New Social Security service connects advisers, clients with filing experts
RETIREMENT RETIREMENT PLANNING JAN 06, 2016
New Social Security service connects advisers, clients with filing experts

Your clients have only a brief window to take advantage of certain Social Security claiming options under existing rules.

RETIREMENT RETIREMENT PLANNING JAN 04, 2016
Aging boomers are ready for financial advice

New book teaches consumers how to select the right adviser.