Long Term Care & Medicaid

A growing problem for retirees is the risk that nursing home and health care costs will gobble up their wealth and leave them penniless.

A small percentage of us have adequate insurance to cover the potential costs. An even smaller percentage of us have adequate assets and income to forgo the need for insurance. Consequently, over 98% of Americans need to consider the impact of these risks upon their retirement and estate planning.

TrueWealth teams with attorneys specializing in Medicaid Planning to consider these risks for you. The time for planning is before these problems occur.


  • Upcoming Workshops
  • September 10th, 2017
  • MATSON MONEY BLUE TRAINING Tuesday, October 17, at 3:00 PM at Ames, Venue TBD  201715 Thursday, December 7, at 11:00 AM at TrueWealth Carroll office, 503 N Main St  201718 INVESTOR EDUCATION SERIES:  GEARING UP FOR THE NEXT CRASH Wednesday, October 11, at 3:00 PM at Ames, Venue TBD  201714 INVESTOR COACHING SERIES:  MIND OVER MONEY Thursday, November […]

  • August 2017 Newsletter
  • August 23rd, 2017
  • August 2017