This bingo card has a free space and 48 words: Has emergency savings for at least 6 months, Has paid off all credit card debt, Knows their credit score, Has a digital estate plan, Has stored important documents in a fireproof safe, Has reviewed beneficiary designations this year, Has considered charitable giving in their estate plan, Has a trusted tax professional, Has reviewed their life insurance needs, Has a plan for aging in place, Has created a legacy letter for loved ones, Has reviewed joint account ownership, Has a list of recurring bills and subscriptions, Has updated emergency contact information, Has discussed healthcare wishes with family, Has checked their pension statement this year, Has reviewed their home insurance coverage, Has made a list of valuable personal belongings, Has considered gifting during their lifetime, Has a trusted person who can access important records if needed, Has reviewed tax-saving opportunities, Has a plan for caring for a surviving spouse, Has updated contact information with financial institutions, Has written down final wishes for personal belongings, Has celebrated a financial milestone this year, 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, 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 a grandchild financially, Has attended a financial planning seminarHas reviewed their investment portfolio this year, Knows where all their important passwords are stored and Has discussed inheritance plans with loved ones.
Your Legacy Bingo | Personal & Financial Wellness | End Of Year Checklist! | Resiliency Bingo | 28-Feb CS
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