This bingo card has a free space and 27 words: Has a will, Has updated beneficiaries in the last 3 years, Has a power of attorney, Has a healthcare directive (living will), Has met with a financial advisor in the last year, Owns their home mortgage-free, Has a retirement income plan, Has reviewed their estate plan in the last 5 years, Has long-term care insurance, Has downsized their home, Has organized important documents in one place, Has talked to family about estate wishes, Has named an executor, Receives pension income, Has an individual retirement account (IRA), Has reviewed insurance coverage this year, Has created a monthly retirement budget, Has prepaid funeral arrangements, Has donated to a charity in the past year, Has helped grandchildren with education expenses, Has attended a financial planning seminar, Has reviewed their investment portfolio this year, Knows where all their important passwords are stored, Has discussed inheritance plans with loved ones, Is required to take RMDs, Is on Medicare and Receives social security benefit.
Personal & Financial Wellness | Financial Literacy Bingo | Open Ended Questions | Financial Literacy Bingo | Finance Wingo
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