Spring Street Financial

When your coworker casually becomes everyone’s favorite barista ☕️👏
Thanks to Janelle for treating the team to iced coffees today — we may never go back to making our own 😄

Who needs Starbucks when you’ve got this kind of talent in-house?

Marriage changes more than your relationship status. It can also affect finances, property, debt, and future planning. Here is why more engaged couples are talking about prenups and asking the right questions.

How Prenups Work and Why You Might Want One Marriage changes more than your relationship status. Here’s why more engaged couples are talking about prenups.

This Memorial Day, we observe with deep gratitude and reverence those who gave their lives for freedom.

Let's get back to the basics. Learning the language of finance is the first step toward deeper understanding—and better conversations—about your money. How many terms do you really know? You might be surprised....

Financial Terms Everyone Should Know Learn key terms for investing, estate planning, buying a home, and more.

❤️❤️We are so very proud to announce that SSF Founding Partner, Peter Mortka has joined a group of 28 local executives who are determined to raise the most money possible for the American Heart Association.

Pete has set a goal of $15,000 in support of this critical mission and is currently at $8,577- show Pete your support and let's get him to his goal!!!❤️❤️

American Heart Association Heart Walk The Heart Walk is the American Heart Association's premiere event for raising funds to save lives from USA's #1 and #5 killers - heart disease and stroke.

We’re excited to announce a significant milestone for our team. Please join us in congratulating Nick Liverio on becoming a Partner of Spring Street Financial.

Since joining Northwestern Mutual in 2016, Nick has built a strong reputation for delivering thoughtful, client-first financial guidance. His expertise in comprehensive planning, disciplined investment strategies, and his ability to guide clients through every stage of wealth make him an incredible addition to our partnership.

Nick works closely with physicians, pre-retirees, and high-net-worth individuals—helping them build, protect, and transition their wealth with clarity and confidence. He brings a unique perspective to our firm, using lessons learned across generations of clients to help others plan proactively and avoid common pitfalls.

As our fourth partner, Nick’s leadership and vision will play a key role in shaping the future of our firm and continuing our commitment to delivering exceptional, holistic financial solutions.

Congratulations, Nick—we’re proud to have you as part of our leadership team.

College decisions have been made, now you might be asking questions about student loans. Our student loans 101 will tell you what you need to expect!

Student Loans 101: What to Know Before Your Kids Borrow Before taking on student loans for college, it’s important to understand how they work. Here’s everything you need to know.

⛳ Spring Street Financial Client Golf Outing at The Dormie Club!

Last weekend, we had the pleasure of hosting a group of our valued clients at the breathtaking Dormie Club in West End, NC.

🏌️‍♂️Huge thanks to everyone who joined us for sun, swings, and connections. Already looking forward to next year’s tee time!

Are you questioning whether or not you are on track with your 401(k) savings? Here are some things to think about for age 30, 40, 50, 60 and beyond.

What Is the Average 401(k) Balance by Age? See benchmarks for your 401(k) by age 30, 60 and beyond. Plan out your 401(k) contributions to reach your financial goals in retirement.