Financial Planning

Financial Planning Bingo Card
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This bingo card has a free space and 24 words: Keep and review all financial records, Living within my means, Have a budget/spending plan to track and manage cash flow, Contributing to/have an Emergency Fund, Debt free, Know my Net worth, Life Insurance for Family Protection, Total debt payments are less than 35% of income, Critical illness insurance for income protection, Have multiple sources of retirement income planned, Consults with an experienced financial advisor, Have an education fund for child(ren), Financially Prepared for the Hurricane Season, Know how I will fund my future expenses, Own stocks and Bonds, Have enough for retirement, Understand employment/statutory deductions, Got business succession insurance in place, Aware and cautious of phishing scams, All expenses are below 50% of my income, Learnt the importance of an Emergency fund from Covid-19, Reached a stage of earning passive Income, Have a diversified investment portfolio and Made a will.

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