Financial advisor is telling me to pause Roth payments over canceling whole life policy - Title is the situation. I have worked with this guy for a few years and recently he got me to invest in a whole life account.
However after a home purchase my monthly expenses have gone up and I need to make some decisions to lower my monthly expenses.
When I brought this up I got push back in several emails, with the most recent telling me the title.
I was surprised because everything I've heard from others and including him says it is smart to make payments to a Roth account especially since I'm still in the lower tax bracket.
Any thoughts? Is my guy worth it? Should I send him packing? Am I wrong? Should I pause my Roth payments?Personal Finance
Financial advisor is telling me to pause Roth payments over canceling whole life policy - Title is the situation. I have worked with this guy for a few years and recently he got me to invest in a whole life account.
However after a home purchase my monthly expenses have gone up and I need to make some decisions to lower my monthly expenses.
When I brought this up I got push back in several emails, with the most recent telling me the title.
I was surprised because everything I've heard from others and including him says it is smart to make payments to a Roth account especially since I'm still in the lower tax bracket.
Any thoughts? Is my guy worth it? Should I send him packing? Am I wrong? Should I pause my Roth payments?
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