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Cubby Bice
Cubby Bice

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Apr 21

A Look at Three Tough Mudder Obstacles

A member of the Academy of Preferred Financial Advisors, Cubby Bice is a Mooresville, North Carolina-based wealth management professional who has been president of a full service financial consulting firm since 2004. He specializes in tax, retirement, and investment planning. …

Cubby Bice

2 min read

A Look at Three Tough Mudder Obstacles
A Look at Three Tough Mudder Obstacles
Cubby Bice

2 min read


Apr 14

APFA’s Exclusive Coaching Program

Experienced financial advisor Cubby Bice serves as president of Bice Wealth Management, a boutique financial consulting firm in Mooresville, North Carolina. He focuses on investments, financial planning, retirement income strategies, risk management, asset management, trusts and estate management, and 401k rollovers. …

Cubby Bice

1 min read

APFA’s Exclusive Coaching Program
APFA’s Exclusive Coaching Program
Cubby Bice

1 min read


Mar 30

Diversification Strategies That Drive Portfolio Consistency

Based in Mooresville, North Carolina, Cubby Bice serves as president of Bice Wealth Management, where he delivers a variety of financial solutions to his clients. One area of focus for Cubby Bice is developing estate and retirement plans that help preserve and protect capital during tumultuous times. At the core…

Cubby Bice

2 min read

Diversification Strategies That Drive Portfolio Consistency
Diversification Strategies That Drive Portfolio Consistency
Cubby Bice

2 min read


Mar 3

Who is a Stockbroker?

Since 2004, Cubby Bice has led Bice Wealth Management as president. Bice Wealth Management is a full-service consulting company that assists clients with their business planning requirements. Being an investment expert, Cubby Bice received the Top of the Pyramid Award for excellence from TransAmerica Investments annually in 2013. The investment…

Stockbroker

1 min read

Who is a Stockbroker?
Who is a Stockbroker?
Stockbroker

1 min read


Feb 22

Three Types of Golf Clubs

Cubby Bice has served as the president of Bice Wealth Management since 2004. Bice Wealth Management is a full-service consulting firm that helps clients with their business planning needs. When Cubby Bice is not at work, he loves to play golf. Golf is a historically elite game, and invariably, the…

Cubby Bice

2 min read

Three Types of Golf Clubs
Three Types of Golf Clubs
Cubby Bice

2 min read


Feb 13

Tax-Optimized Financial Strategies

Serving as president of Bice Wealth Management, Cubby Bice is a longtime presence in the financial community of Mooresville, North Carolina. Conversant in diverse aspects of asset allocation, Cubby Bice excels in tax-advantaged strategies. One fundamental tax strategy is managing income taxes owed to the federal government by designing how…

Cubby Bice

2 min read

Tax-Optimized Financial Strategies
Tax-Optimized Financial Strategies
Cubby Bice

2 min read


Feb 1

Individual 401(k) for Small Business Retirement

A financial industry expert with over 20 years of experience, Cubby Bice serves as the president of Bice Wealth Management, a full-service financial consulting firm in Mooresville, North Carolina. Cubby Bice offers clients a wide range of financial services, including tax planning, investment planning, and business retirement plan implementation. One…

Small Business Retirement

2 min read

Individual 401(k) for Small Business Retirement
Individual 401(k) for Small Business Retirement
Small Business Retirement

2 min read


Jan 19

Above- and Below-the-Line Deductions for Taxpayers

One key distinction in tax filings is between above-the-line and below-the-line deductions. Also called itemized or standard deductions, below-the-line deductions are based on adjusted gross income (AGI). The standard deduction is $12,950 for individuals in 2022 ($25,900 for jointly filing married couples), although the amount automatically deducted is even higher…

Deductions For Taxpayers

2 min read

Above- and Below-the-Line Deductions for Taxpayers
Above- and Below-the-Line Deductions for Taxpayers
Deductions For Taxpayers

2 min read


Jan 9

A Brief Look at Defensive Investing

A Ph.D. in finance student at Liberty University, Cubby Bice is an accomplished financial professional and advisor who brings over two decades of experience to his role as president of Bice Wealth Management. Cubby Bice offers a wide range of financial services, from tax and retirement to investment planning. Defensive…

Cubby Bice

1 min read

A Brief Look at Defensive Investing
A Brief Look at Defensive Investing
Cubby Bice

1 min read


Dec 21, 2022

What Is a 403(b) Plan? — Retirement Planning

With an MBA in finance from Georgia State University, Cubby Bice is an experienced financial advisor who has worked with families and small businesses for over two decades. …

Cubby Bice

2 min read

What Is a 403(b) Plan? — Retirement Planning
What Is a 403(b) Plan? — Retirement Planning
Cubby Bice

2 min read

Cubby Bice

Cubby Bice

Bice Wealth Management President Cubby Bice

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