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Bookman Bright Consulting, Inc.

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Davidson, NC
Bookman Bright Consulting, Inc.

We provide Tax Reduction & Insurance Strategies

09/02/2026

This past Tuesday at the Hurt Hub, we discussed Medicare.

Turning 65 comes with many new decisions, and Medicare is an important one to plan for.

Understanding when to enroll, what coverage options are available, and how healthcare costs fit into your overall financial plan can help you make more informed decisions.

You don't have to figure it all out at once.

The right time to start asking questions is before you need to make a decision.

If you're approaching Medicare eligibility and want to better understand your options, let's start the conversation.

*The information presented or discussed is not a recommendation to buy or sell anything and nor is it financial advice. This is strictly for educational and entertainment purposes only.

08/24/2026

Medicare can bring a lot of questions.

These are just a few of the questions that can come up when planning for Medicare—and understanding your options can make the process feel a lot less overwhelming.

That's why we're dedicating our next 𝗧𝗲𝗮𝗰𝗵𝗶𝗻𝗴 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 to The Ins and Outs of Medicare.

Join us for a conversation designed to help you better understand your options and the decisions that come with Medicare planning.

📍 𝗧𝗵𝗲 𝗛𝘂𝗿𝘁 𝗛𝘂𝗯 𝗮𝘁 𝗗𝗮𝘃𝗶𝗱𝘀𝗼𝗻
🕒 𝗦𝗲𝗽𝘁𝗲𝗺𝗯𝗲𝗿 𝟭 | 𝟭𝟭:𝟯𝟬 𝗔𝗠 – 𝟭𝟮:𝟯𝟬 𝗣𝗠

Space is limited, so be sure to reserve your spot.

If you'd like to join us or be added to the Teaching Tuesday list for upcoming sessions and updates, email [email protected].

*The information presented or discussed is not a recommendation to buy or sell anything and nor is it financial advice. This is strictly for educational and entertainment purposes only.

08/21/2026

I run into this all the time.

Someone tells me they have a life insurance policy. I ask what kind it is, what it does, how it’s performing. And they pause and say something like, “Well… it pays my family when I die.”

That’s usually where it ends.

Here’s what gets me: a lot of these folks have been paying premiums for ten, fifteen, twenty years. That’s real money, year after year, on something they’ve never had explained to them. Not because they weren’t paying attention — but because nobody ever sat down and walked them through it.

Your policy might be doing exactly what you need. It might have cash value you didn’t know was there. Or, it might be costing more than it should for what you’re getting. Or, it might be a great policy that simply no longer matches the life you have now.

The only way to know is to look.

So I’ll look — free.

A quick, simple policy review. No cost. No obligation. Nothing to buy. And you don’t even have to meet with me in person if you’d rather not — plenty of people prefer to do this over the phone or a quick video call, and that’s perfectly fine.

You’ll walk away actually understanding what you own. Whatever you decide to do with that is entirely up to you.
If you’ve been paying for something for years, you deserve to know what it is.

Click the link if you'd like to book a time to talk: https://www.bookmanbrightconsulting.com/

08/19/2026

As summer begins to wind down and Back-To-School is quickly approaching, many of us start settling back into routines.

August is a great time to pause and check in on your financial goals before the year gets away from you.

Whether that means reviewing your retirement plan, revisiting your business finances, or simply making sure your strategy still aligns with your goals, small adjustments now can make a meaningful difference later.

Financial planning isn't about waiting until January.

Sometimes the best time to reset is right now.

If you're ready to review your financial plan, schedule a conversation through the link on our website.

*The information presented or discussed is not a recommendation to buy or sell anything and nor is it financial advice. This is strictly for educational and entertainment purposes only.

08/14/2026

National Financial Awareness Day serves as an annual reminder to review your financial health, track spending, manage debt, and set long-term savings and retirement goals

Taking time to look at the bigger picture can help you make more informed decisions about your future.

Whether you're planning for retirement, growing a business, or simply wanting a clearer understanding of your finances, a thoughtful review can help you move forward with confidence.

If you'd like to begin that conversation, schedule a meeting through the link on our website.

*The information presented or discussed is not a recommendation to buy or sell anything and nor is it financial advice. This is strictly for educational and entertainment purposes only.

08/05/2026

As a business owner, keeping extra cash on hand is often necessary for payroll, taxes, growth opportunities, and unexpected expenses.

But here's a question worth asking:

Is your cash working as hard as your business?

While accessibility is important, it doesn't always mean your excess cash has to sit idle.

One strategy some business owners are exploring is Treasury Yield Programs, which may provide an opportunity to earn interest on excess cash while maintaining liquidity, depending on your goals and needs.

Every business is different, which is why it's important to evaluate your cash management strategy based on your unique financial situation.

If you're curious whether this approach could make sense for your business, let's start the conversation.https://www.bookmanbrightretirement.com/book

*The information presented or discussed is not a recommendation to buy or sell anything and nor is it financial advice. This is strictly for educational and entertainment purposes only.

07/29/2026

Teaching Tuesdays continues next month at The Hurt Hub.

These sessions are designed to create a more relaxed, approachable environment for conversations around financial planning, retirement, taxes, and major life decisions.

Rather than large seminars, the goal is to keep the discussions smaller and more conversational, with time for questions and discussion.

Topics vary each week, and space remains limited to help maintain a more personal and interactive setting.

📍 The Hurt Hub at Davidson
🕒 August 4th | 11:30 AM – 12:30 PM
Reserve your spot at realtimeretirementplanning.com

If you would like to be added to the Teaching Tuesdays list for upcoming sessions and updates, please email [email protected].

*The information presented or discussed is not a recommendation to buy or sell anything and nor is it financial advice. This is strictly for educational and entertainment purposes only.

07/22/2026

One of the goals of Teaching Tuesdays is to create a comfortable environment where financial topics can be discussed in a way that feels approachable and practical.

We're grateful for feedback like this from attendees who have participated in the sessions.

Teaching Tuesdays will continue the first Tuesday of the month at The Hurt Hub, covering topics related to financial planning, retirement, taxes, and major life decisions.

📍 The Hurt Hub at Davidson
🕒 August 4th | 11:30 AM – 12:30 PM

Reserve your spot at realtimeretirementplanning.com

*The information presented or discussed is not a recommendation to buy or sell anything and nor is it financial advice. This is strictly for educational and entertainment purposes only.

07/08/2026

Budgeting is often viewed as restricting spending.
In reality, a budget is simply a tool that helps create awareness and intentionality around financial decisions.

Three budgeting principles that can help:
• Track where your money is going before making adjustments.
• Plan ahead for irregular expenses such as travel, holidays, and annual bills.
• Review your budget periodically, as financial priorities often change over time.

A budget does not need to be complicated to be effective. Small adjustments and consistent awareness can help support long-term financial goals.

If you have questions about your financial plan, schedule a meeting today at the link in our bio!

*The information presented or discussed is not a recommendation to buy or sell anything and nor is it financial advice. This is strictly for educational and entertainment purposes only.

Address

209 Delburg Street, Suite 205
Davidson, NC
28036

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+17042566026

Website

http://www.bookmanbrightconsulting.com/

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