Hamburg Financial Group

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.