Everything listed under: Mary Beth Franklin

  • New Social Security Rules Q&A

    The day after I discussed Social Security rules and claiming strategies at the National Pension Education Association’s annual meeting in Lexington, KY, on October 27, 2015, the U.S. House of Representatives, without advance warning or public debate, approved legislation that eliminated some of those options. The Senate approved the bill two days later and President Obama signed the Bipartisan Budget Act ...  Read More »

  • A Photo Finish in Lexington

    The 2015 NPEA Annual Conference is in the books and the results are official. The winners of this race are surely our members, who will benefit directly from leading industry information we brought home to assist them in becoming better prepared for retirement...  Read More »