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.

06/17/2026

Join us for another Teaching Tuesday at The Hurt Hub! We'll be talking about strategies for protecting your assets from LTC expenses in addition to effective ways of paying for it if you ever need it. Lunch is included as always!

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

06/15/2026

You may want to to take a quick walk around the perimeter of your yard and here's why....

06/10/2026

Where should you live in retirement? It's an important question and we'll be talking about the considerations that you should be thinking about.

https://realtimeretirementplanning.com/

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/

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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