Hascelebrated afinancialmilestonethis yearHas donatedto a charityin the pastyearKnows whereall theirimportantpasswordsare storedHasreviewedtheir estateplan in thelast 5 yearsHas attended afinancial planningseminarHasreviewed theirinvestmentportfolio this yearHas createda monthlyretirementbudgetHasnamed anexecutorHas prepaidfuneralarrangementsHasemergencysavings forat least 6monthsHasdiscussedhealthcarewishes withfamilyHasreviewedtheir homeinsurancecoverageHasa willHas updatedemergencycontactinformationHas a list ofrecurringbills andsubscriptionsHas made alist ofvaluablepersonalbelongingsReceivespensionincomeHashelped agrandchildfinanciallyHas storedimportantdocumentsin a fireproofsafeHasconsideredcharitablegiving in theirestate planHas long-term careinsuranceHas updatedbeneficiariesin the last 3yearsHasreviewedbeneficiarydesignationsthis yearOwns theirhomemortgage-freeHas createda legacyletter forloved onesHasdiscussedinheritanceplans withloved onesHas aplan foraging inplaceHas checkedtheir pensionstatementthis yearHas writtendown finalwishes forpersonalbelongingsHasreviewedinsurancecoveragethis yearHas paidoff allcreditcard debtHas a trustedperson who canaccessimportantrecords ifneededHas apower ofattorneyHas adigitalestateplanHasreviewedtheir lifeinsuranceneedsHasdownsizedtheir homeHas a planfor caring fora survivingspouseHasorganizedimportantdocumentsin one placeHasreviewedtax-savingopportunitiesHas talkedto familyabout estatewishesHas updatedcontactinformationwith financialinstitutionsHasconsideredgifting duringtheir lifetimeHas metwith afinancialadvisorHas ahealthcaredirective(living will)Has anIndividualRetirementAccount(IRA)Has atrusted taxprofessionalKnowstheircreditscoreHasreviewedjoint accountownershipHas aretirementincomeplanHascelebrated afinancialmilestonethis yearHas donatedto a charityin the pastyearKnows whereall theirimportantpasswordsare storedHasreviewedtheir estateplan in thelast 5 yearsHas attended afinancial planningseminarHasreviewed theirinvestmentportfolio this yearHas createda monthlyretirementbudgetHasnamed anexecutorHas prepaidfuneralarrangementsHasemergencysavings forat least 6monthsHasdiscussedhealthcarewishes withfamilyHasreviewedtheir homeinsurancecoverageHasa willHas updatedemergencycontactinformationHas a list ofrecurringbills andsubscriptionsHas made alist ofvaluablepersonalbelongingsReceivespensionincomeHashelped agrandchildfinanciallyHas storedimportantdocumentsin a fireproofsafeHasconsideredcharitablegiving in theirestate planHas long-term careinsuranceHas updatedbeneficiariesin the last 3yearsHasreviewedbeneficiarydesignationsthis yearOwns theirhomemortgage-freeHas createda legacyletter forloved onesHasdiscussedinheritanceplans withloved onesHas aplan foraging inplaceHas checkedtheir pensionstatementthis yearHas writtendown finalwishes forpersonalbelongingsHasreviewedinsurancecoveragethis yearHas paidoff allcreditcard debtHas a trustedperson who canaccessimportantrecords ifneededHas apower ofattorneyHas adigitalestateplanHasreviewedtheir lifeinsuranceneedsHasdownsizedtheir homeHas a planfor caring fora survivingspouseHasorganizedimportantdocumentsin one placeHasreviewedtax-savingopportunitiesHas talkedto familyabout estatewishesHas updatedcontactinformationwith financialinstitutionsHasconsideredgifting duringtheir lifetimeHas metwith afinancialadvisorHas ahealthcaredirective(living will)Has anIndividualRetirementAccount(IRA)Has atrusted taxprofessionalKnowstheircreditscoreHasreviewedjoint accountownershipHas aretirementincomeplan

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 celebrated a financial milestone this year
  2. Has donated to a charity in the past year
  3. Knows where all their important passwords are stored
  4. Has reviewed their estate plan in the last 5 years
  5. Has attended a financial planning seminarHas reviewed their investment portfolio this year
  6. Has created a monthly retirement budget
  7. Has named an executor
  8. Has prepaid funeral arrangements
  9. Has emergency savings for at least 6 months
  10. Has discussed healthcare wishes with family
  11. Has reviewed their home insurance coverage
  12. Has a will
  13. Has updated emergency contact information
  14. Has a list of recurring bills and subscriptions
  15. Has made a list of valuable personal belongings
  16. Receives pension income
  17. Has helped a grandchild financially
  18. Has stored important documents in a fireproof safe
  19. Has considered charitable giving in their estate plan
  20. Has long-term care insurance
  21. Has updated beneficiaries in the last 3 years
  22. Has reviewed beneficiary designations this year
  23. Owns their home mortgage-free
  24. Has created a legacy letter for loved ones
  25. Has discussed inheritance plans with loved ones
  26. Has a plan for aging in place
  27. Has checked their pension statement this year
  28. Has written down final wishes for personal belongings
  29. Has reviewed insurance coverage this year
  30. Has paid off all credit card debt
  31. Has a trusted person who can access important records if needed
  32. Has a power of attorney
  33. Has a digital estate plan
  34. Has reviewed their life insurance needs
  35. Has downsized their home
  36. Has a plan for caring for a surviving spouse
  37. Has organized important documents in one place
  38. Has reviewed tax-saving opportunities
  39. Has talked to family about estate wishes
  40. Has updated contact information with financial institutions
  41. Has considered gifting during their lifetime
  42. Has met with a financial advisor
  43. Has a healthcare directive (living will)
  44. Has an Individual Retirement Account (IRA)
  45. Has a trusted tax professional
  46. Knows their credit score
  47. Has reviewed joint account ownership
  48. Has a retirement income plan