Ed Dressel

President

Ed Dressel is president of Trust Builders, a Dallas, Oregon-based maker of retirement planning software.

Social Security

3 Social Security questions for the Trump era

Get ready to have these conversations with clients given the surprising election results.

By Ed Dressel

December 14

TRENDING

Industry News

Goldman Sachs, Morgan Stanley, Citigroup: How they're deploying tech and what it costs

During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.

By Rachel Witkowski

12m ago
Tax

Fighting stubborn racial disparities in homeowner tax subsidies

Experts from the Fed, Intuit and the Urban-Brookings Tax Policy Center explored ideas for more effective ways to advance the goals of the mortgage interest deduction.

By Tobias Salinger

1h ago
Retirement

1 in 4 couples disagree over retirement spending priorities

Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.

By Nathan Place

2h ago