RetirementPlanMutualFundsCharitableGIvingPowersofAttorneyEstatePlanningFixedIncomeLifeExpectancyLongTerm CareInsuranceEmergencyFundTermInsuranceInflationAccumulationPhase529PlanAllocation401kPlanTimeHorizonInvestmentsBondsEquitiesHealthcareDirectivesDIversificationSocialSecurityDistributionPhaseLifeExpenctancyRetirementPlanMutualFundsCharitableGIvingPowersofAttorneyEstatePlanningFixedIncomeLifeExpectancyLongTerm CareInsuranceEmergencyFundTermInsuranceInflationAccumulationPhase529PlanAllocation401kPlanTimeHorizonInvestmentsBondsEquitiesHealthcareDirectivesDIversificationSocialSecurityDistributionPhaseLifeExpenctancy

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