Bookman Bright Retirement Planning & Capital Management

Bookman Bright Retirement Planning & Capital Management Bookman Bright, Inc. Retirement planning and money management

specializes in providing retirement planning & capital management services to business owners, individuals who are within 3 years of retirement or already retired as well as women who are single, divorced or widowed.

05/20/2026

Teaching Tuesdays is happening again at The Hurt Hub on Tuesday May 26th at 11:30A.M.! Reserve a spot, get a little something to eat and walk away with some great information!

https://realtimeretirementplanning.com/

Are You Within 2-3 Years of Retirement? Just a quick PSA. Sequence of returns risk is fairly high at the moment. If y...
05/15/2026

Are You Within 2-3 Years of Retirement?

Just a quick PSA.

Sequence of returns risk is fairly high at the moment. If you invested in the S&P 500 at the top of the market in 1999 as well as 2007, it took between 5-7 years to get back to break even. You and /or advisor should be aware of this. Please see below for some comparing and contrast.

05/05/2026

RSVP here!: realtimeretirementplanning.com

Please join us for our next Real-Time Retirement Planning educational event at The Hurt Hub in Davidson next Tuesday, Ma...
04/29/2026

Please join us for our next Real-Time Retirement Planning educational event at The Hurt Hub in Davidson next Tuesday, May 5th at 11:30A.M. Just 15 spots available, lunch included and you'll be in and out in 60 minutes!

We'll be talking about the ins and outs of beneficiary designations and all the ways that people get tripped up!

You can RSVP here: https://realtimeretirementplanning.com/

Real talk for anyone getting close to retirement:Most people spend decades building a nest egg — and then spend retireme...
04/10/2026

Real talk for anyone getting close to retirement:

Most people spend decades building a nest egg — and then spend retirement terrified of cracking it.

The fix isn't a bigger portfolio. It's guaranteed income that covers your basics no matter what happens in the market.

Think about it: if Social Security, a pension, or an annuity covers your mortgage, groceries, and utilities every month — for life — suddenly the market's ups and downs stop being a crisis and start being an opportunity.

That's the retirement most people want. And it's more achievable than you think.

If you're within 2-3 years of retiring and want to see what this could look like for you, you're welcome to have that conversation with me. No pressure — just teaching, learning and clarity. That's the Bookman Bright approach.

02/13/2026

Just a quick PSA:

Please check your personal and/or business bank accounts and make sure that any large chunks of money that you will not need any time in the near future are doing more than just earning .5% or less.

There are other options!

We welcome cash management accounts here at Bookman Bright!

Thank you!

01/21/2026

Are you really taking advantage of your 401(k)???

Address

209 Delburg Street, Suite 205 P. O. Box 1146
Davidson, NC
28036

Opening Hours

Monday 9am - 5pm
Tuesday 8:30am - 5pm
Wednesday 9am - 5pm
Thursday 8:30am - 5pm
Friday 9am - 5pm

Telephone

(704) 256-6016

Website

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