Have LifeInsuranceI keep andreview allfinancialmy recordsGotBusinessSuccessionInsuranceHave multiplesources ofretirementincomeplannedLivingwithin mymeansHave abudget/spendingplan to track andmanage cashflowOwnstocksandBondsHavecriticalillnessinsuranceRothIRAHave aneducationplan forchild(ren)I am awareand cautiousof phishingscamsMyexpensesare below50% of myincomeSEPIRAI haveenoughforretirementContributingto/have anEmergencyFundKnow howI will fundmy futureexpenseslearnt theimportance ofEmergencyfund fromCovid-19FinanciallyPrepared fortheHurricaneSeasonMadea willI knowmy networthDebtfreeConsultswith anexperiencedfinancialadvisorunderstandsemployment/statutorydeductionsReached astage ofearningpassiveIncomeTraditonalIRA Total debtpaymentsare less than35% ofincomeSimpleIRAHave adiversifiedinvestmentportfolioHave LifeInsuranceI keep andreview allfinancialmy recordsGotBusinessSuccessionInsuranceHave multiplesources ofretirementincomeplannedLivingwithin mymeansHave abudget/spendingplan to track andmanage cashflowOwnstocksandBondsHavecriticalillnessinsuranceRothIRAHave aneducationplan forchild(ren)I am awareand cautiousof phishingscamsMyexpensesare below50% of myincomeSEPIRAI haveenoughforretirementContributingto/have anEmergencyFundKnow howI will fundmy futureexpenseslearnt theimportance ofEmergencyfund fromCovid-19FinanciallyPrepared fortheHurricaneSeasonMadea willI knowmy networthDebtfreeConsultswith anexperiencedfinancialadvisorunderstandsemployment/statutorydeductionsReached astage ofearningpassiveIncomeTraditonalIRA Total debtpaymentsare less than35% ofincomeSimpleIRAHave adiversifiedinvestmentportfolio

Financial Literacy Bingo - Call List

(Print) Use this randomly generated list as your call list when playing the game. 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.


1
I
2
B
3
G
4
O
5
I
6
N
7
B
8
G
9
I
10
I
11
O
12
B
13
N
14
I
15
G
16
O
17
I
18
G
19
O
20
B
21
O
22
B
23
N
24
N
25
B
26
N
27
G
28
G
  1. I-Have Life Insurance
  2. B-I keep and review all financial my records
  3. G-Got Business Succession Insurance
  4. O-Have multiple sources of retirement income planned
  5. I-Living within my means
  6. N-Have a budget/spending plan to track and manage cash flow
  7. B-Own stocks and Bonds
  8. G-Have critical illness insurance
  9. I-Roth IRA
  10. I- Have an education plan for child(ren)
  11. O-I am aware and cautious of phishing scams
  12. B-My expenses are below 50% of my income
  13. N-SEP IRA
  14. I-I have enough for retirement
  15. G-Contributing to/have an Emergency Fund
  16. O-Know how I will fund my future expenses
  17. I-learnt the importance of Emergency fund from Covid-19
  18. G-Financially Prepared for the Hurricane Season
  19. O-Made a will
  20. B-I know my net worth
  21. O-Debt free
  22. B-Consults with an experienced financial advisor
  23. N-understands employment/statutory deductions
  24. N-Reached a stage of earning passive Income
  25. B-Traditonal IRA
  26. N-Total debt payments are less than 35% of income
  27. G-Simple IRA
  28. G-Have a diversified investment portfolio