Jason Kitchell - Primerica Regional Vice President

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You can know it’s time to move and still have a hard time leaving.A home can hold decades of birthday mornings, holidays...
10/19/2026

You can know it’s time to move and still have a hard time leaving.

A home can hold decades of birthday mornings, holidays around the table, height marks on the doorframe, and rooms your children still think of as “home.”

So when it’s time to downsize, the decision carries more than financial considerations. It can mean deciding what to keep, what to let go of, and what you want the next chapter to feel like.

Some moves deserve more than a financial conversation.

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much...
10/15/2026

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much faster than you expected.

And with that change can come pressure to make decisions quickly about investing, spending, giving, or what happens next.

Give yourself time to let the dust settle.

A little space can help you understand what’s changed, planning implications, and think carefully about what you want this money to make possible.

When the time is right, that’s a conversation we’re here to help you navigate.

This past week, I had the opportunity to attend an investment conference in Orlando with more than 700 financial advisor...
10/13/2026

This past week, I had the opportunity to attend an investment conference in Orlando with more than 700 financial advisors.

I was honored to speak twice during the event and share some of the strategies and systems that have helped our office grow and serve our clients.

It was also a great opportunity to exchange ideas with other professionals and stay connected to what’s happening across our industry.

Our clients trust us with some of the most important decisions in their lives. Continuing to sharpen our knowledge and stay ahead allows us to keep bringing them the experience, perspective, and guidance they deserve.

Success can create something we don’t talk about enough: more choices.And choices come with tradeoffs.A promotion may me...
10/13/2026

Success can create something we don’t talk about enough: more choices.

And choices come with tradeoffs.

A promotion may mean more income and less time. A bigger home may mean more space and less flexibility. Building wealth may eventually give you the ability to work less, change careers, or spend differently.

As your financial life grows, the conversation often becomes less about what’s possible and more about what’s worth it.

Have you ever thought through a financial decision so many times that you’re no longer sure what you think?You’ve run th...
10/09/2026

Have you ever thought through a financial decision so many times that you’re no longer sure what you think?

You’ve run the scenarios. Read the articles. Talked it over at home. Maybe you’ve even made a decision, only to reconsider it the next morning.

We see this when the stakes feel especially high, like retirement, selling a business, helping family, or making a major purchase.

Sometimes you don’t need more information. You need the space to sort through what you already know and determine what matters most.

That’s where a thoughtful conversation can help.

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?Maybe it’s giv...
10/07/2026

The most meaningful giving often starts with a simple question: What do I want this gift to make possible?

Maybe it’s giving a student an opportunity they otherwise wouldn’t have. Preserving a place that matters to your family. Supporting research that has touched your life. Or strengthening an organization that has served your community for decades.

When you start with the impact you hope to make, charitable planning becomes a much more personal conversation.

Thinking about your financial future can sometimes be overwhelming. Plan ahead today so that you can feel more confident...
10/06/2026

Thinking about your financial future can sometimes be overwhelming. Plan ahead today so that you can feel more confident in reaching your goals tomorrow. Bit.ly/PriDisclosures

The new role looks great. The compensation is compelling. You’re ready for what’s next.Before you say yes, take a close ...
10/05/2026

The new role looks great. The compensation is compelling. You’re ready for what’s next.

Before you say yes, take a close look at what happens when you leave your current employer.

For executives, unvested equity, deferred compensation, benefits, and other provisions can make the timing of a career move worth a closer look.

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.Maybe you planned to retire...
10/01/2026

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.

Maybe you planned to retire at 65, but your work still feels meaningful. Maybe you always pictured staying in your home, but now you'd rather have the freedom to travel. Maybe supporting family or giving back has become more important than something you spent years saving toward.

As life gives us new experiences, our priorities have a way of evolving with them.

Your financial plan should leave room for that.

Thinking about retirement can feel overwhelming, but it doesn’t have to be. Your Financial Independence Number (FIN) mak...
09/29/2026

Thinking about retirement can feel overwhelming, but it doesn’t have to be. Your Financial Independence Number (FIN) makes it clear! Let’s uncover your FIN and create a game plan that works for you. Contact me for details.

Bit.ly/PriDisclosures

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258 Ushers Road, Suite 202
Clifton Park, NY
12065

Telephone

+15189520077

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