December 21

The new rules for Social Security claiming strategies

The rules for claiming strategies, including file and suspend or spousal benefits, have changed. InvestmentNews contributing editor Mary Beth Franklin discusses what claimants need to know now and the deadlines they need to watch out for.

October 15

Mary Beth Franklin: No Social Security cost-of-living adjustment is bad news for retirees

The Social Security Administration has decided there will be no COLA in benefits in 2016. Find out why InvestmentNews contributing editor Mary Beth Franklin says this will put retirees in a difficult position.

October 06

Secrets for creating reliable retirement income

Bucket income strategies, annuities and Social Security benefits are among the resources you may want to consider to plan your income in retirement, according to Crain's Wealth's Mary Beth Franklin and Macro Consulting's Mark Cortazzo.

September 24

How parents can get a handle on saving for college

While the total cost of college may seem daunting, parents can scale it back by taking a down payment approach and socking away some money every month, according to Stuart Ritter, vice president, T. Rowe Price Investment Services.

September 02

How to tell a good ETF from a bad one

Investors need to make sure an ETF has the exact exposure they seek and then make sure it tracks well, trades well and is low fee, according to Matt Hougan, CEO of, and Matthew Peron, managing director of global equity at Northern Trust.

August 19

Burton Malkiel: 10% portfolio returns are a thing of the past

If you are saving with the expectation that you will get 10% returns, your portfolio will come up short, warns Burton Malkiel, the reknowned author of "A Random Walk Down Wall Street."

August 18

Mary Beth Franklin: Don't get carried away with Social Security claiming strategies

Both spouses can't simultaneously use the popular Social Security claiming strategies known as file and suspend and restricting claims for spousal benefits. InvestmentNews contributing editor Mary Beth Franklin explains why.

August 14

Katy Votava: Why health savings accounts are a great way to save for retirement

HSAs are the most tax-preferred savings vehicle we have in the United States today, according to President Katy Votava. Find out to coordinate the use of these accounts with Medicare coverage.

August 03

The biggest Medicare mistakes you can't afford to make

Katy Votava, founder and president of, estimates that 90% to 95% of people who are covered by Medicare are overpaying. Find out what mistakes are most common and how to avoid those costs.

July 15

Investment risks you should be watching now

Bob Doll, chief equity strategist at Nuveen Asset Management, identifies the top short-term risks you need be aware of and discusses why you still need to keep your long-term perspective to build your wealth.

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