Bice Wealth Management

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

08/25/2025

📈Smart investing begins with understanding the numbers. Fundamental analysis evaluates a company’s financials and market conditions to uncover its long-term potential.

08/25/2025

🚀 Did you know?
Financial literacy becomes truly powerful when it’s applied through estate planning, risk management, and disciplined investing.

At Bice Wealth, we help you turn financial knowledge into action—so you can build and protect wealth that lasts for generations.

✅ Learn how to turn insight into impact: bicewealth.com

08/21/2025

📜 7 Things Retirees Should Know About the Big Beautiful Bill Act

From tax breaks to healthcare cuts, the new law brings big changes for retirees. Here’s what you need to know to protect your finances and plan ahead.

For retirees, the new law brings both opportunities and uncertainties—from temporary tax relief on Social Security benefits to potential changes in required retirement distributions. While some provisions offer immediate benefits, others create planning challenges that could affect retirement stra...

08/15/2025

🧓💬 Saving Social Security: What Do Americans Support?

With full benefits at risk by 2033, most Americans favor raising revenue—not cutting benefits—to protect Social Security. See which solutions have the most support.

A bipartisan survey found that across party lines, generations, and income and education levels, Americans want lawmakers to strengthen Social Security's finances.