KBA Wealth Management Group
Financial Planning

Life/Accident/Health Insurance
Long Term Care
Annuities

"Always Working for Our Clients"

The Role of an Experienced Financial Planner

Establishing the relationship: The planner and client define their roles and responsibilities.

Gathering information: The planner collects information about your financial situation.

Analyzing your situation: The planner assesses your current financial status and goals.

Developing recommendations: The planner creates a financial plan and recommends actions you can take.

Implementing recommendations: You put the plan into action.

Monitoring progress: You track your progress and report back to your planner.

Updating the plan: If needed, your planner can adjust your plan.

Social Security Benefits Calculator

Knowing your future Social Security benefits is important for retirement planning. It helps you understand how much you can expect to receive in monthly payments, and when you should start receiving them.

Here are some things to know about Social Security and planning for retirement:

Benefits amount
The amount of benefits you receive first sets the base for the rest of your life.

Earning limits
If you continue working while receiving benefits, there are limits on how much you can earn each year.

Full retirement age
Once you reach full retirement age, your earnings do not affect your benefits.

Delayed retirement credits
If you delay your benefits until after full retirement age, you will be eligible for delayed retirement credits that would increase your monthly benefit.

Cost-of-living adjustment (COLA)
In 2025, Social Security and Supplemental Security Income (SSI) benefits will increase 2.5%.
Transition period
From now through January 5, 2025, the Social Security Administration is in a transition period to educate clients about scheduling appointments for services.

Benefits shortfall
If no changes are made to the system, the Social Security Administration will be unable to pay scheduled benefits in full and on time starting in 2033.
Options to increase revenues
Some options to increase Social Security revenues include increasing the amount of payroll tax revenues collected, or using revenues from outside of Social Security's existing revenue sources.

https://www.ssa.gov/benefits/calculators/

149 B James Comeaux Road Lafayette La. 70508

Monday - Friday
8:00am - 4:30 pm

149 James Comeaux Road
Lafayette, La. 70508
337.291.0134

"We can accommodate to your hours" flexible with your schedule and can work around the hours that are convenient for you essentially, we are willing to adjust our availability to fit your busy schedule


(Saturday by Appointment)

Investment advisory services offered through CS Planning Corp, an SEC registered investment advisor.

Advisory services are only offered to clients or prospective clients where CS Planning Corp, doing business as KBA Wealth Management and its representatives are properly licensed or exempt from licensure.

This website is solely for informational purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered unless a client service agreement is in place.

The content of this website is developed from resources believed to provide accurate information. Information included within this website is intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding your individual situation. Opinions expressed and material provided are for general information and should not be considered individualized advice or a solicitation for the purchase or sale of any security.