Jim Byrd-Householder Group Estate & Retirement Specialists

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United States
Albuquerque, NM
Jim Byrd-Householder Group Estate & Retirement Specialists

No offers may be made or accepted from any resident of any other state. Jim Byrd is an experienced investment professional.

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. He concentrates on financial and estate planning strategies, as well as asset allocation. With over 20 years of experience, Jim has focused on helping his clients—individuals, families, and small businesses—address their

specific financial goals and objectives. Jim majored in Business Administration at the University of New Mexico and currently holds his Series 7 securities registration through LPL Financial and his Series 66 securities registration through LPL Financial and Householder Group Estate & Retirement Specialists and is licensed through the state of New Mexico for life & health insurance, long-term care, and annuity. Jim has partnered with Householder Group because they share his
dedication to the same goals and objectives he believes are necessary to pursue successful outcomes for his clients with integrity and transparency. Like Householder Group, Jim’s focus is on tax strategies and estate-planning techniques endeavoring to reduce income and estate taxes for his clients. In addition, Jim leverages his considerable experience, education, training, and the availability of sophisticated investment strategies to focus on capital preservation, distribution plans for retirement, hands-on investment management strategies, tax planning, business analysis, estate and risk management strategies, and multi-generational wealth preparation. He has the experience, education, and vital tools to help his clients design and implement a strategic
plan to pursue their individual financial goals in the critical areas of the financial landscape. Jim is a Native New Mexican living in the East Mountains with his wife and two sons. You’ll often find his family enjoying any number of outdoor activities including camping, golfing, and playing tennis. Jim also participates in several community groups; Jim is President of the Morarity / Edgewood Rotary Club, Board Member of the Greater East Mountain Chamber of Commerce, a SCORE mentor, and a former Chairman of the Board for the New Mexico Development Loan Fund.

09/11/2024

Today, we remember the lives lost and the heroes who emerged on 9/11. At Householder Group, we honor their legacy and reflect on the strength and resilience of our nation.

09/04/2024

🌍 Russia will host the 2024 BRICS Summit in Kazan amid rising geopolitical tensions. The summit will focus on reducing reliance on the U.S. dollar, enhancing economic ties among member countries, and promoting a fairer global order. 🌐 This could mark a significant shift in international relations.

Learn more here: https://www.householdergroup.com/news-media-events/russia-to-host-brics-summit-2024-amid-heightened-geopolitical-conflict

In December 2023, Vladimir Putin declared that the 2024 BRICS Summit, hosted by Russia, would be focused on establishing a “fair world order” based on shared principles. At the core of Putin’s goals for stronger BRICS economic integration is a longstanding and overriding objective to provide a...

09/02/2024

Wishing you and your loved ones a joyful and safe holiday season 🎉. Please note that in observance of , our office will be closed on Monday, September 2, 2024 🗓️.

08/13/2024

Feeling the pinch from recent market pullbacks? 😬Remember, while they may be painful, they are a normal part of the market cycle. Instead of reacting with fear, take a moment to assess your long-term goals and stay the course. 🛤️

🔗 Read more about why pullbacks happen and how to navigate them here: https://www.householdergroup.com/news-media-events/pullbacks-are-common-but-painful

Pullbacks are the stubbed toe of the stock market. I was reminded of this over the last week as I contemplated the recent surge in volatility while picking up toys after our two-year-old finally fell asleep. As I carried a Tonka truck back to its usual parking spot next to the toy farm, I slammed my

08/07/2024

🌍Curious about the recent market turbulence and the dollar's trajectory? Our latest article delves into the causes of the global selloff and explores the path to the dollar's decompression. Stay informed and ahead of the curve with expert analysis and actionable insights. Read more now! 👉 www.householdergroup.com/news-media-events/thoughts-on-global-selloff-and-the-dollars-path-to-decompressing

Before the jobs report was released on Friday, we wrote a commentary on the U.S. dollar. In light of the events over the weekend and Monday, we start with some comments on the global stock market selloff.

08/02/2024

Householder Group's August newsletter covers early college savings tips, real estate market trends, and infrastructure investment opportunities. Discover how 529 plans can reduce future debt and get insights on the "Great Reshuffle" in real estate. Stay informed and make smart financial choices! 💼✨

Read more: https://www.householdergroup.com/news-media-events/2024-august-newsletter

Our August 2024 newsletter is out now! See the latest around Householder Group now!

07/30/2024

Inflation is easing, hinting at potential Fed rate cuts, while consumer spending slows, especially on big-ticket items. The labor market sees fewer remote opportunities. Stay balanced and focus on sectors with strong earnings growth.

Read more here: www.householdergroup.com/news-media-events/key-themes-for-the-macroeconomic-landscape-in-the-second-half-of-2024

Investors had a healthy appetite for risk so far this year as a so-called potential soft landing has been factored in. We have an economy with rising wages, decelerating inflation, and a Federal Reserve (Fed) on the cusp of cutting rates. What more could you ask for? Of course, political uncertainty

07/25/2024

🌅 Dreaming of a stress-free retirement? Start planning today! 🌟

🎥 Our latest video breaks down the Top 5 Points to Consider within five years of retirement, ensuring you’re fully prepared for the golden years ahead.

🔹 Income and Investments: Learn how to estimate your future income and adjust your investments for maximum benefit.
🔹 Housing Choices: Explore the advantages of relocating, downsizing, or moving closer to family for a more fulfilling retirement.
🔹 Managing Debt and Taxes: Get insights on optimizing your tax situation and income sources like converting to a Roth IRA.
🔹 Healthcare Costs: Understand Medicare and long-term care needs to secure your health financially.
🔹 Lifestyle Goals: What’s your retirement dream? Travel, hobbies, family time? We’ll help you align your finances to support your passions.

Whether you’re planning to jet-set across the globe or enjoy quiet moments at home, our tips will guide you every step of the way.

🚀 Watch now and take the first step towards a rewarding retirement filled with possibilities and peace of mind!

07/23/2024

🌟 Stay ahead of the curve! Dive into our latest article on "Key Themes for Stocks in the Second Half of 2024." Discover the essential trends and strategies to navigate the financial landscape in the coming months. Whether you're looking to understand market dynamics or stay updated on economic shifts, this article has got you covered.

Read more here: www.householdergroup.com/news-media-events/key-themes-for-stocks-in-the-second-half-of-2024-e4atl

The first half of the year was a challenging environment for a lot of fixed income markets, especially higher-quality markets. With the Federal Reserve (Fed) seemingly unlikely to lower interest rates until after the summer months (at the earliest), the “higher for longer” narrative has kept a l...

07/12/2024

🌟 Are you nearing the age of 62 and wondering when to start collecting Social Security? 🤔 Deciding the right time can significantly impact your financial future.

Our latest video breaks down everything you need to know about when to begin collecting Social Security. From understanding the normal retirement age to the benefits of delaying your payments, we've got you covered. 📈💡

Don't miss out on crucial information that can help you make the best decision for your retirement. 🌟

👀 Watch this short video now.

07/05/2024

🌞 Check out our July 2024 Newsletter! This edition is packed with insights on adaptability, financial literacy, and market updates. Discover how embracing change can enhance your financial well-being and stay informed with the latest from Householder Group.

Read more here: www.householdergroup.com/news-media-events/2024-july-newsletter

Our July 2024 newsletter is out now! See the latest around Householder Group now!

07/04/2024

✨ Happy Independence Day! ✨

At Householder Group, we embrace independence daily at our firm, specializing in Retirement and Estate Planning. As your trusted fiduciary, we craft solutions and retirement plans that perfectly fit your financial needs.

🎉 Ready to plan for your future? Contact me today for a complimentary appointment.

Please note: Our office will be closed on Thursday, July 4th, 2024, in observance of .

Address

6100 Uptown Boulevard NE, Suite 500
Albuquerque, NM
87110

Website

http://www.householdergroup.com/

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