How Writing Your Own Eulogy Can Help With Financial Planning

What does your eulogy have to do with financial planning? Simple: It’s a good way to discover what your goals in life are, and that’ll help guide your planning.

A man writes in a notebook at his desk.
(Image credit: Getty Images)

What constitutes a life well lived? Is it a life where you let your principles guide you in your decisions? Is it a life full of accomplishments and awards?

Finding your answer to these questions can guide you in crafting a financial plan that can help you lay the foundation for successful goals-based financial planning.

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Jamie P. Hopkins, Esq., CFP, RICP
Director of Retirement Research, Carson Wealth

Jamie Hopkins is a well-recognized writer, speaker and thought leader in the area of retirement income planning. He serves as Director of Retirement Research at Carson Group and is a finance professor of practice at Creighton University's Heider College of Business. His most recent book, "Rewirement: Rewiring The Way You Think About Retirement," details the behavioral finance issues that hold people back from a more financially secure retirement.