Raj Shah - Northwestern Mutual

Raj Shah - Northwestern Mutual I help align actions with intentions to create financial security for my clients.

08/27/2026

One blind spot for business owners...protecting your income doesn't necessarily protect the business. 🏢

If you're unable to work, having resources available for payroll, benefits, rent, and other ongoing expenses can give what you've built the time it needs to keep going. 🔄


08/21/2026

Good planning doesn't give us more to think about. It helps us decide what we can stop thinking about. 💭

08/19/2026

Education. Experience. Relationships.
We spend years building the things that make us resilient when our careers get disrupted.
But resilience can look different when the disruption isn't economic.

Out here at Vibe Credit Union Showplace celebrating India Day! 🇮🇳🎉Come find me and say hello — I’ll be here all day! 🙌
08/15/2026

Out here at Vibe Credit Union Showplace celebrating India Day! 🇮🇳🎉

Come find me and say hello — I’ll be here all day! 🙌

Leftover money in a 529 doesn’t necessarily mean you over-saved.Under the right circumstances, those dollars can get a s...
08/13/2026

Leftover money in a 529 doesn’t necessarily mean you over-saved.

Under the right circumstances, those dollars can get a second life — helping your child get an early start on retirement.

A few rules to know 👇

Most financial decisions aren’t about finding a perfect answer. 💭They’re about understanding the tradeoffs.📝 Here’s a si...
08/06/2026

Most financial decisions aren’t about finding a perfect answer. 💭

They’re about understanding the tradeoffs.

📝 Here’s a simple framework for thinking through the three most common options for an old 401(k).

Every gifting approach reflects a different priority—whether that's education funding, transferring wealth, reducing a t...
07/31/2026

Every gifting approach reflects a different priority—whether that's education funding, transferring wealth, reducing a taxable estate, or something else.

By understanding the framework:
1. IRS Gift Rules: https://www.linkedin.com/posts/raj-shah-cfp%C2%AE-ricp%C2%AE-mba-7414658_makemoneymakesense-financialblindspots-giftingrules-activity-7475911340709101569-s22d?utm_medium=ios_app&rcm=ACoAAAF9u-EBfxVPl6MfGSQiyM1KbwRe3qCr1jA&utm_source=social_share_send&utm_campaign=copy_link
2. Where the line: https://www.linkedin.com/posts/raj-shah-cfp%C2%AE-ricp%C2%AE-mba-7414658_makemoneymakesense-financialblindspots-estateplanning-activity-7478062445173981184-PJQh?utm_medium=ios_app&rcm=ACoAAAF9u-EBfxVPl6MfGSQiyM1KbwRe3qCr1jA&utm_source=social_share_send&utm_campaign=copy_link
3. Stretching the line: https://www.linkedin.com/posts/raj-shah-cfp%C2%AE-ricp%C2%AE-mba-7414658_makemoneymakesense-financialblindspots-annualgifting-activity-7478417236643454976-NhgE?utm_medium=ios_app&rcm=ACoAAAF9u-EBfxVPl6MfGSQiyM1KbwRe3qCr1jA&utm_source=social_share_send&utm_campaign=copy_link
4. Crossing the line: https://www.linkedin.com/posts/raj-shah-cfp%C2%AE-ricp%C2%AE-mba-7414658_makemoneymakesense-financialblindspots-annualgifting-activity-7478779654544441344-9pHb?utm_medium=ios_app&rcm=ACoAAAF9u-EBfxVPl6MfGSQiyM1KbwRe3qCr1jA&utm_source=social_share_send&utm_campaign=copy_link

You’ll be better equipped to develop gifting strategies that align with your priorities and make the most of what you choose to gift.

07/23/2026

Somewhere along the way, expertise starts to feel less like something we develop, and more like something to protect. 🛡️

We feel pressure to always have the answer. 💭
To avoid looking like we don't know. 🤐
To stop being a beginner.


Happy Fourth of July! 🎇May your day be filled with family, friends, and memorable moments.Wishing everyone a safe and jo...
07/04/2026

Happy Fourth of July! 🎇

May your day be filled with family, friends, and memorable moments.

Wishing everyone a safe and joyful holiday! 🎆

07/03/2026

Going over the annual gifting limit doesn't automatically create a tax bill...usually it just means filing a gift tax return. 📑

The bigger question is whether moving additional assets out of your estate sooner creates a better long-term outcome.

📞 Talk to your advisor to learn more.



Address

101 W. Big Beaver Road, #500
Troy, MI
48084

Telephone

+12485631215

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