MPPL Financial

07/24/2026

We had a great time sponsoring and participating in this year's Crystal Lake Cardboard Regatta in support of the Crystal Lake Parks Initiative Foundation! 🚣🎉

Our team designed and built a cardboard boat, took to the water and even won our heat! It was a fun day supporting a great local cause and enjoying the incredible community spirit.

Thanks to everyone who organized, participated, and cheered us on. We're proud to support the events and organizations that help make Crystal Lake such a wonderful community.

04/08/2026

Business owners: Have you thought about what happens after you sell your company?

In his latest Forbes Finance Council article, MPPL Financial CEO Scott Wallschlaeger explains why understanding your after-tax proceeds, long-term goals, and advisory team may matter just as much as the sale price.

Read more:

The sale of a business introduces complex deal structures and planning opportunities that often require specialized expertise.

03/24/2026

We recently hosted a webinar on Global Debt, AI, and Your Portfolio and wanted to make the recording available to anyone who couldn’t attend.

We discussed some of the biggest forces affecting today’s markets and what they may mean for long-term investors.

You can watch the full webinar here: https://bit.ly/4bGeyyv

If you find it helpful, feel free to share it with friends or family who might be interested. And as always, if you have questions about your investments or financial plan, we’re here to help.

What matters more to investors right now: Global debt… or artificial intelligence? The answer may be both. Watch our recent webinar...

02/10/2026

Are Trump Accounts the Right Fit for Every Family?

Trump Accounts offer some unique features, including potential Treasury seed funding and long-term tax-deferred growth.

However, like any financial tool, they are not a one-size-fits-all solution.

At MPPL Financial, we encourage families to evaluate:
✔ How Trump Accounts fit alongside 529 plans and custodial accounts
✔ The long-term tax implications
✔ What happens when the child turns 18

Our latest article shares current guidance and planning considerations to help families make informed decisions.

👉 Learn more:

The Trump accounts are designed to help children begin building long-term wealth early in life. Learn how they work & if your child qualifies.

02/03/2026

We’re delighted to have Scott Wallschlaeger, CFP contribute to the Forbes Finance Council.

You can read his inaugural contribution about what a complete retirement plan looks like here:

Those who concentrate solely on the numbers often arrive at retirement financially prepared, yet unsure how to fully enjoy this next chapter.