Our Cohesive Approach
At Cohesion Wealth Advisors, we have extended our experience and network of professionals to provide a high tier of service to a wider range of individuals. We are one of the few advisors in Dallas that is able to do what we do — offer the professional services of an in-house CPA, an attorney team, and financial advisors to families and individuals that are ready to take control of their finances.
We commit to challenging conventional, product-centric financial firms and methods by providing you with innovative, customer-focused strategies to improve your family’s tax efficiencies. We do this by putting you at the heart of our business and by developing our relationship based on trust.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.