Raj Shah - Northwestern Mutual

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

06/04/2026

A theory that's stuck with me for over 30 years ⏳

05/29/2026

Part 3 of this series looks at the final layer of these accounts:

Who controls the money?
When does that change?
What happens once it does?

These are just different ways to save for kids 💰

Different Purposes. Different Advantages. Different Tradeoffs.



05/28/2026

The way an account grows is important but how that growth is taxed can completely change what you actually keep💰

Part 2 of this series compares tax treatment of:
• 529 Plans
• Custodial accounts (UTMA/UGMA)
• Trump Accounts

Because not all tax advantages work the same way

05/27/2026

Most conversations around saving for kids focus on growth and investment returns.
But the more important question might be, "What is the money actually designed to do?"

Part 1 of a 3-part series comparing:
• 529 Plans
• Custodial accounts
• Trump accounts

Starting with usage and flexibility

As we observe Memorial Day, we take time to honor the heroes who served our country with bravery and selflessness. We re...
05/25/2026

As we observe Memorial Day, we take time to honor the heroes who served our country with bravery and selflessness. We remember their sacrifice with gratitude and reflect on the freedoms made possible through their service. 🇺🇸

Happy Mother’s Day to all the incredible mothers and mother figures who inspire us with their strength, compassion, and ...
05/10/2026

Happy Mother’s Day to all the incredible mothers and mother figures who inspire us with their strength, compassion, and dedication every day.

Thank you for all that you do—both at home and in our communities. Wishing you a day filled with appreciation and joy. 💐

05/07/2026

What if retirement income doesn’t slow down the way you expect…and neither do your taxes?



04/30/2026

Pre-tax v Roth - tax break now or tax-free later.
Would be fun to see where people land on this.

04/23/2026

Long-term care isn’t just about what happens to you. It’s also about what it means for the people around you, and how different that can look with a plan.










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