What will your monthly Social Security payment be when you retire? Will you retire at age 65, 67, 70? Will you have other retirement income? Will you need other retirement income? How will other retirement savings or investment income affect your Social Security benefits?
This is all information you should have now. Let's make sure you are taken care of when you're ready to retire.
As the Co-Founder of Hold the Line Insurance—alongside her husband, Captain Alan Matheson (Ret.)—AnaLise "Bean" Matheson blends professional expertise with personal purpose. Marrying into a fire family gave her a deep appreciation for the sacrifices first responders make, and she remains passionately dedicated to supporting them. But her mission reaches far beyond one group. Bean believes every family deserves protection, preparation, and peace of mind. Her work focuses on educating, equipping, and empowering people from all walks of life to make decisions that strengthen their futures and preserve their legacies.
