CharitableGIvingRetirementPlanEmergencyFundLifeExpenctancy401kPlanAllocationTermInsuranceMutualFundsPowersofAttorneyInvestmentsEstatePlanningTimeHorizonInflationEquitiesSocialSecurity529PlanFixedIncomeBondsDistributionPhaseDIversificationLongTerm CareInsuranceHealthcareDirectivesLifeExpectancyAccumulationPhaseCharitableGIvingRetirementPlanEmergencyFundLifeExpenctancy401kPlanAllocationTermInsuranceMutualFundsPowersofAttorneyInvestmentsEstatePlanningTimeHorizonInflationEquitiesSocialSecurity529PlanFixedIncomeBondsDistributionPhaseDIversificationLongTerm CareInsuranceHealthcareDirectivesLifeExpectancyAccumulationPhase

Financial Planning - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Charitable GIving
  2. Retirement Plan
  3. Emergency Fund
  4. Life Expenctancy
  5. 401k Plan
  6. Allocation
  7. Term Insurance
  8. Mutual Funds
  9. Powers of Attorney
  10. Investments
  11. Estate Planning
  12. Time Horizon
  13. Inflation
  14. Equities
  15. Social Security
  16. 529 Plan
  17. Fixed Income
  18. Bonds
  19. Distribution Phase
  20. DIversification
  21. Long Term Care Insurance
  22. Healthcare Directives
  23. Life Expectancy
  24. Accumulation Phase