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Blog

Ben Pfiffner | Jun 15, 2025

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Ben Pfiffner | Jun 8, 2025

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ben Pfiffner | Jun 1, 2025

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Ben Pfiffner | May 25, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Ben Pfiffner | May 18, 2025

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Ben Pfiffner | May 11, 2025

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Ben Pfiffner | May 4, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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Ben Pfiffner | Apr 27, 2025

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Ben Pfiffner | Apr 20, 2025

5 Smart Ways to Use Your Tax Refund in 2025

Investments
Finance
Tax Planning

Tax season might not spark joy, but a refund sure can.

In 2025, the IRS estimates the average federal income tax refund will top $3,170.1 That means a lot of

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Ben Pfiffner | Apr 13, 2025

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Ben Pfiffner | Apr 6, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Ben Pfiffner | Mar 30, 2025

4 Financial Mistakes to Avoid this Spring

Savings
Retirement
Tax Planning
Insurance
Credit
Lifestyle
Spring isn’t just about budding plants, changing the clocks, or paying your tax bill. It can be the perfect time to refresh financial tasks and dust off your
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Contact

Phone: 715-544-6331

Insurance: pfiffnerinsurance@gmail.com
Investments: bpfiffner@chicagomanagement.net

   

Address

1816 Gilkay St
Stevens Point WI 54481

Investment Advisory Services are offered through Chicago Capital Management Advisors, LLC, a SEC Registered Investment Advisor. Securities Offered through Chicago Capital Management Advisors, LLC, a SEC Registered Investment Advisor. Benjamin Pfiffner Insurance Agency is a Wisconsin based insurance agency. BPIA, and CCMA are independent and are not affiliates of the other. Securities are subject to investment risk, including possible loss of principal amount invested. Investors should carefully consider investment objectives, risks, charges and expenses. Chicago Capital Management Advisors, LLC, 4722 Main St. Lisle, IL 60532. Headquarters: 630-241-1122.

Licensed Insurance Agent WI, MI, IL, MN NPN 8056918

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