MPPL Financial

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.

11/18/2025

If you’ve inherited an IRA—or plan to leave one—it’s worth taking a closer look.

The rules have changed, and many families are surprised by how quickly those funds now need to be distributed.

Here’s what to know: 🔗

The changes for Inherited IRAs have major consequences for estate planning, tax strategy, & how beneficiaries should approach distributions.

11/05/2025

Navigating prescription drug coverage under Medicare Part D doesn’t have to feel overwhelming. Our latest article breaks down a simple six-point checklist to help you review your plan, compare options and make sure your coverage fits your needs.

Take a moment to ask:
• Are all your medications still covered?
• Will your copays or deductible change?
• Is your pharmacy still in-network?
• Are there restrictions that surprise you?
• Could your total cost (premium + out-of-pocket) go up this year?

Feel more confident heading into open-enrollment season: https://bit.ly/47w80As

Need help walking through your options? Let’s talk — we’re here for it.

Open enrollment is an ideal time to review whether you have the best Medicare Part D prescription drug coverage for your needs.

09/29/2025

In case you missed it, the replay of our recent webinar — “What the One Big Beautiful Bill Means for Your Wealth Plan”— is now available!

Hear insights from Scott Wallschlaeger, MPPL CEO, and Brian Resch, MPPL Managing Partner as they break down what this legislation could mean for your financial future.

👉 Watch the replay here:

MPPL Financial unpacks the most important planning strategies emerging from this legislation, with a focus on what matters most for individuals, families, an...

08/12/2025

Big changes = Big opportunities.

The recently passed “One Big Beautiful Bill” brings sweeping tax changes that open up a wide range of planning opportunities for individuals, families, and business owners.

While most headlines focus on the bill’s macroeconomic implications, the real value lies in how you can now reduce taxes, grow wealth, and protect your estate through thoughtful planning.

We’re diving into what matters most for our clients — both now and in the years ahead.

👉 http://bit.ly/41yU8mS

The “One Big Beautiful Bill”, has introduced sweeping tax changes, creating planning opportunities to reduce taxes, grow wealth, and protect your estate.

07/23/2025

Honored to be a finalist for Best of the Best 2025 sponsored by the Duluth News Tribune. As voting continues into the home stretch, we appreciate and welcome our Duluth friends to vote by clicking here: https://bit.ly/459RzZM


Best of the Best – Duluth News Tribune nominated Midwest Professional Planners, LTD ("MPPL") for this third-party rating. There is no compensation (cash or non-cash) in connection with the third-party rating. The criteria to participate includes operating a business in Duluth, MN. Nomination for this award was required and self-nomination was allowed to be considered. The rating is based on voting cast by the paper’s readers during July 21, 2025 and August 8, 2025 based on the 2024 calendar year. This recognition should not be construed by a client or prospective client as a guarantee to experience a certain level of results or a current or past endorsement if MPPL is engaged.

Best of the Best is back! It's time to nominate your favorite local businesses. The nomination phase is June 23 to July 11. The top five businesses in each category move to the final ballot. Voting begins July 21 and runs through August 8.

04/02/2025

One of the many exciting things happening at MPPL Financial this spring is the launch of our new company website – designed to reaffirm our commitment to serving successful individuals and families seeking to make smart financial decisions that align with what matters most to them.

Learn more about the ways we work with clients by visiting https://bit.ly/41TH6RD

07/16/2024

The shift from working to retirement can seem exciting – yet in reality it’s daunting for many. We have some ideas on how to both dream and plan to experience a retirement that exceeds your expectations.

You can learn more here:

Do you want an extraordinary retirement? Read about the seven key elements necessary to experience the retirement of your dreams.

07/16/2024

One of the gifts of the comprehensive financial plans MPPL creates for clients is that it acts as both a roadmap, and a powerful, dynamic decision-making framework.

Learn more about how our financial plans can empower you to take control of your life and minimize any potential financial stress you might have:

Are you worried about money? Learn how a financial plan puts you in control when you're feeling nervous about your finances.