This bingo card has a free space and 24 words: Has life insurance, Has an emergency fund, Uses a budget tool to track expenses and income, Has a retirement plan, Has successfully paid off all debt, Has a short-term financial goal. Please share, Saves a % of income each month for financial goals, Has a long-term financial goal. Please share, Has a Will and/or Trust, Is a entrepreneur, Knows the difference between a Traditional and Roth account, Currently paying off debt, Knows the interest rate on their checking and savings account, Knows the interest rates on all their debt, Knows what type of life insurance they have, Works with a Financial Professional, Has an old 401k at a previous employer, Needs to set up a Will & Trust, Needs life insurance, Needs income protection (Disability Insurance), Needs a financial plan for their kid(s), Wants to start a business, Has an investment account and Struggles with talking about money.
Financial Literacy Terms | Financial Bingo | Financial Literacy | TIAA-CREF Financial BINGO | TIAA-CREF BINGO
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