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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Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Exploring Retirement Plans for Small Businesses
Help small businesses make better retirement decisions for employees with this eye-catching and informative infographic.
How the SECURE Act 2.0 Changed RMDs
Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
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The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.