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
RETIREMENT RETIREMENT PLANNING JUL 16, 2013
Mary Beth Franklin: Social Security plan for an unplanned early retirement

Apply for disability and retirement benefits simultaneously

RETIREMENT RETIREMENT PLANNING JUL 16, 2013
Mary Beth Franklin: New Social Security prospecting tool all sizzle, no steak

Marketing tool aimed at helping advisers land clients, but comes with no SocSec calculator

RETIREMENT RETIREMENT PLANNING JUL 11, 2013
Don't let your clients leave Social Security benefits on the table

Lump sum payment can mitigate sting of a late claim.

RETIREMENT RETIREMENT PLANNING JUL 11, 2013
Mary Beth Franklin: The question Social Security calculators can't answer

Life expectancy -- and life expectations -- crucial when devising claiming strategies

RETIREMENT RETIREMENT PLANNING JUL 11, 2013
The most misunderstood Social Security rule

Mary Beth Franklin uncovers the most misunderstood Social Security rule. It has to do with when a spouse can and should claim retirement bennies.

RETIREMENT RETIREMENT PLANNING JUL 07, 2013
Mary Beth Franklin: No mulligan after claiming spousal benefits early

But sometimes it's smart for one spouse to file before reaching 66

RETIREMENT RETIREMENT PLANNING JUN 26, 2013
Next benefit fortress to fall: Employee health insurance

RETIREMENT RETIREMENT PLANNING JUN 19, 2013
Mary Beth Franklin: Social Security benefits include past inflation adjustments

COLA preserves value of spousal benefit for couples with wide age gaps.

RETIREMENT RETIREMENT PLANNING JUN 19, 2013
Mary Beth Franklin: Change the conversation about retirement planning

RETIREMENT RETIREMENT PLANNING JUN 18, 2013
Fewer options for altering spousal Social Security claims

Previous Next