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. …

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…

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…

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…

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…

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…

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…

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…

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. …