Lorin Bice – Branch Manager – Financial Advisor

With a background in engineering and a long history navigating the challenging arena of business, Lorin Bice has been working as a financial planner in the Lakeland and the Central Florida area for over 13 years.

He specializes in transition planning, especially when it comes to creating a life-long financial plan for wealth retention and development across generations. He’s also passionate about how politics can affect the world and what it means to your financial success, as well as retirement planning, investing, market conditions, and many other topics.

We love Lorin’s insight, sense of humor, personal anecdotes, famous quotes, and his uniquely valuable take on financial wellness. We know you will too.Read More About Lorin


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Today’s “signal-to-noise” ratio is out of control

Do you follow professional sports? I loved them as a kid, but I’ve lost interest over time. Then again, you don’t have to be much of a sports fan to know that in late April, the National Football League (NFL) held their annual player draft. There were thousands of hours of coverage devoted to the […]

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Should I open a Traditional IRA or a Roth IRA?

Woo-hoo!  Happy April 15th!   It’s Federal Income Tax Filing Deadline Day!  No?  Not a cause for celebration at your house? Ok, then – we’ll move on to something useful then: Traditional IRAs vs. Roth IRAs. Each year I repeatedly hear the question “Which is better: a Roth or a Traditional IRA?” And each year, I […]

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Budgeting Today, Saving for Tomorrow

If we have nothing but a house payment, two car payments, three credit card payments, and four kids that require more monthly maintenance that the two cars… how on Earth do we get started with an investment plan? Most of us don’t have a large inheritance or a winning lottery ticket — so where do […]

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Government shutdown: a big deal for unpaid workers

“Destiny guides our fortunes more favorably than we could have expected. Look there, Sancho Panza, my friend, and see those thirty or so wild giants, with whom I intend to do battle and kill each and all of them, so with their stolen booty we can begin to enrich ourselves. This is nobel, righteous warfare, […]

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Fear and greed have no place in your portfolio

Well, Happy New Year and a big “Bah Humbug” from the stock market indices. Like a certain former President once said: “I feel your pain.” Trust me, I really do. I unintentionally opened my retirement account statement just a few days before Christmas and ouch! It was not a jolly feeling, no… not in the […]

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