Bice Wealth Management

10/02/2026

💡 Financial planning isn't a one-time thing, it's something that should grow and change with you. New job, new baby, buying a home, getting closer to retirement... every stage deserves a fresh look at your plan.

Where are you in your journey? We'd love to help you map out what's next.

📞 Contact us today!
704-696-1030
✉️ [email protected]

09/30/2026

🍂 As we head into the last few months of the year, now's a good time to check in on your financial goals. Have you maxed out contributions where it makes sense? Reviewed your estate plan lately? A quick check-in now can save a lot of stress come tax season.

📞 Contact us today!
704-696-1030
✉️ [email protected]

09/18/2026

🤝 Every financial plan we build starts the same way: we listen. Your goals, your family, your life, that's the starting point, not a generic template.

📍 We're proud to work with clients out of our Mooresville office, plus Greensboro, Lake Norman, Salisbury, and Winston-Salem. If you're ready for a plan that's actually built around you, reach out anytime!

📞 Contact us today!
704-696-1030
✉️ [email protected]

09/17/2026

You spent 30 years building your business. How you spend the next 30 years living out your life depends on what you do in the next 12 months. Are you ready? Take our review to find out!

Click here: https://docs.google.com/forms/d/e/1FAIpQLScCtm7RLp3sPL6O1GLfqODEj_Ecsx5fl0PztLWB51HUvQY9Fg/viewform?usp=header

09/16/2026

🌳 "Someone is sitting in the shade today because someone planted a tree a long time ago." – Warren Buffett

That's kind of how financial planning works too. The choices you make now, saving a little more, investing wisely, protecting what you've built, are the shade you and your family get to enjoy later.

💬 What's a financial decision from years ago that's still paying off for you? Drop it in the comments!

📞 Contact us today!
704-696-1030
✉️ [email protected]

09/14/2026

📊 Retirement income planning isn't just about how much you've saved. It's about knowing how to actually use those savings once you get there. Social Security timing, required withdrawals, tax efficiency, it all adds up, and having a plan makes a real difference.

📞 Contact us today!
704-696-1030
✉️ [email protected]

08/11/2026

📚 Retirement Planning Courses at Davidson College

Many of you know that Cubby has taught Retirement Planning courses at local colleges, including UNC Greensboro, Lenoir-Rhyne, Catawba College, and Davidson College.

Since he won’t be coaching basketball this year and will have a little more time on his hands, he’s excited to teach two late-summer sessions at Davidson College!

If you or someone you know would be interested in learning more about retirement planning, we’d love for you to join us.

📅 Session 1: Tuesdays, August 25 & September 1
⏰ 6–8 PM

📅 Session 2: Thursdays, August 27 & September 3
⏰ 6–8 PM

The course meets just one night a week for two weeks, making it an easy commitment for anyone looking to better understand their retirement planning options.

🎓 Know someone who might be interested? Please share this post with them! We’ll also cover the cost of course materials for any referrals.

Send us a message with any questions or for more information!

12/01/2025

🏡 Estate planning isn’t just for the wealthy, it’s about protecting your loved ones’ future.

A thoughtful estate plan does so much more than distribute assets.
It ensures your loved ones are cared for, your wishes are honored, and your legacy is preserved exactly the way you intend.

At Bice Wealth Management, we walk you through the process with clarity, compassion, and a deep understanding of your unique goals. No confusion. No overwhelm. Just a plan that gives you peace of mind.

👉 Want peace of mind about the future?
Contact us today, let’s talk about building an estate plan that protects what matters most.

Bice Wealth Management is an independent financial firm committed to helping people pursue and attain their financial goals. We work with individuals and business owners to trim as much risk as possible from their investment strategies. Our approach to delivering comprehensive financial services alw...

08/29/2025

📚 5 Must-Read Books for a Stronger Retirement Plan

From market cycles to Medicare, these expert-recommended reads offer timeless advice to help you grow your nest egg and thrive in retirement—no matter the market. Learn more on our blog page!

Financial advisers say these books can show investors how to navigate volatility and keep a long-term perspective.

08/27/2025

Your weekly dose of market moves is here! 📈
Stay in the know with the latest insights on what’s moving the markets and how it could impact your financial future.

Check it out here: https://www.bicewealth.com/weekly-market-commentary