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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Welcome to WILSHIRE CONSULTANTS, INC.

WILSHIRE CONSULTANTS INC. has been serving the DFW Metroplex and surrounding areas for over forty years.  We also serve a market center in San Antonio, South Central Texas, and thirteen additional states.   

We are a comprehensive financial services firm dedicated to assisting our clients with the eight Wealth Management issues that involve enhancing  their overall financial position and pursuing their long term financial goals.

Our programs are designed to grow, protect, and conserve the wealth of our clients by delivering personalized professional services and expertise. We work with individuals, small and medium sized businesses, estates and trusts in all areas of financial, tax, business, and retirement plan consulting.  We are proud to offer a lifetime of services from Educational Planning for the infant to Elder Care Financial Consulting for the elderly. 

We offer bookkeeping services for small to medium sized businesses that include general ledger accounting, bank reconciliations, financial statement preparation, individual and business tax returns, and federal and state payroll and sales tax returns. We also offer representation before various federal and state agencies.  Our strategic alliance with several law firms provides us the resources to expand our corporate, estate and trust services.

Please explore our website to learn more about the services that we can provide. Should you have questions or would like to obtain more information about our firm, please do not hesitate to contact us at rick@wilshireconsultants.com

Helpful Content

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Surprises

Making the most of surprises is a great reason to work with us.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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