Mary Beth Franklin

Author

Displaying 951 results

Topic

No fun: A vacation-home sale can raise Medicare premiums

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

Topic

Her Voice Matters

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

Topic

Social Security phone scams on the rise

Tax season is a lucrative time for ID thieves

Topic

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

Topic

What’s new for Social Security in 2020?

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

Topic

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.

Topic

Medicare and health savings accounts don’t mix

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

Topic

Social Security’s outdated rules

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

Topic

Timing is crucial for Social Security earnings test

Higher limits apply in the year a worker reaches full retirement age.

Topic

An adviser’s journey to happiness

Financial Freedom Wealth Management Group's Julia Carlson on 'the art of delegation'.

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