Hasdiscussedinheritanceplans withloved onesHas long-term careinsuranceHas createda monthlyretirementbudgetIs onMedicareHasreviewedtheir estateplan in thelast 5 yearsHasnamed anexecutorHasa willKnows whereall theirimportantpasswordsare storedHas prepaidfuneralarrangementsHas ahealthcaredirective(living will)ReceivessocialsecuritybenefitHasorganizedimportantdocumentsin one placeHasreviewedinsurancecoveragethis yearHas helpedgrandchildrenwitheducationexpensesHas reviewedtheirinvestmentportfolio thisyearHas anindividualretirementaccount(IRA)Has donatedto a charityin the pastyearHasdownsizedtheir homeHas apower ofattorneyHas updatedbeneficiariesin the last 3yearsHasattended afinancialplanningseminarReceivespensionincomeHas aretirementincomeplanIsrequiredto takeRMDsOwns theirhomemortgage-freeHas met witha financialadvisor inthe last yearHas talkedto familyabout estatewishesHasdiscussedinheritanceplans withloved onesHas long-term careinsuranceHas createda monthlyretirementbudgetIs onMedicareHasreviewedtheir estateplan in thelast 5 yearsHasnamed anexecutorHasa willKnows whereall theirimportantpasswordsare storedHas prepaidfuneralarrangementsHas ahealthcaredirective(living will)ReceivessocialsecuritybenefitHasorganizedimportantdocumentsin one placeHasreviewedinsurancecoveragethis yearHas helpedgrandchildrenwitheducationexpensesHas reviewedtheirinvestmentportfolio thisyearHas anindividualretirementaccount(IRA)Has donatedto a charityin the pastyearHasdownsizedtheir homeHas apower ofattorneyHas updatedbeneficiariesin the last 3yearsHasattended afinancialplanningseminarReceivespensionincomeHas aretirementincomeplanIsrequiredto takeRMDsOwns theirhomemortgage-freeHas met witha financialadvisor inthe last yearHas talkedto familyabout estatewishes

Untitled Bingo - 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. Has discussed inheritance plans with loved ones
  2. Has long-term care insurance
  3. Has created a monthly retirement budget
  4. Is on Medicare
  5. Has reviewed their estate plan in the last 5 years
  6. Has named an executor
  7. Has a will
  8. Knows where all their important passwords are stored
  9. Has prepaid funeral arrangements
  10. Has a healthcare directive (living will)
  11. Receives social security benefit
  12. Has organized important documents in one place
  13. Has reviewed insurance coverage this year
  14. Has helped grandchildren with education expenses
  15. Has reviewed their investment portfolio this year
  16. Has an individual retirement account (IRA)
  17. Has donated to a charity in the past year
  18. Has downsized their home
  19. Has a power of attorney
  20. Has updated beneficiaries in the last 3 years
  21. Has attended a financial planning seminar
  22. Receives pension income
  23. Has a retirement income plan
  24. Is required to take RMDs
  25. Owns their home mortgage-free
  26. Has met with a financial advisor in the last year
  27. Has talked to family about estate wishes