PlannedforHealthcareExpensesHave aPlan forMajorPurchasesSet UpAutomaticSavingsCreated aBudgetand TrackExpensesDiversifiedInvestmentsMet with aFinancialAdvisorHave aRetirementSavingsPlanStarted anInvestmentPortfolioRegularlyReviewFinancialGoalsUsed aFinancialApp or Toolto ManageFinancesEstablishedanEmergencyFundHave a Willor EstateDocumentsHave aFinancialEducationGoalFiledTaxes OnTime ThisYearHaveAdequateInsuranceCoverageReviewedInsurancePolicies forAdequacyAdjustedBudget Aftera Major LifeChangeStarted aRetirementSavingsAccount(401(k), IRA,etc.)Paid OffHigh-InterestDebtSaved 3-6Months’Worth ofExpenses forEmergenciesStartedEstatePlanningDiscussedFinanceswithFamilyReviewedCreditReportRecentlyContributedto a CollegeSavings Plan(ifapplicable)Created aDebtRepaymentPlanPlannedforHealthcareExpensesHave aPlan forMajorPurchasesSet UpAutomaticSavingsCreated aBudgetand TrackExpensesDiversifiedInvestmentsMet with aFinancialAdvisorHave aRetirementSavingsPlanStarted anInvestmentPortfolioRegularlyReviewFinancialGoalsUsed aFinancialApp or Toolto ManageFinancesEstablishedanEmergencyFundHave a Willor EstateDocumentsHave aFinancialEducationGoalFiledTaxes OnTime ThisYearHaveAdequateInsuranceCoverageReviewedInsurancePolicies forAdequacyAdjustedBudget Aftera Major LifeChangeStarted aRetirementSavingsAccount(401(k), IRA,etc.)Paid OffHigh-InterestDebtSaved 3-6Months’Worth ofExpenses forEmergenciesStartedEstatePlanningDiscussedFinanceswithFamilyReviewedCreditReportRecentlyContributedto a CollegeSavings Plan(ifapplicable)Created aDebtRepaymentPlan

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. Planned for Healthcare Expenses
  2. Have a Plan for Major Purchases
  3. Set Up Automatic Savings
  4. Created a Budget and Track Expenses
  5. Diversified Investments
  6. Met with a Financial Advisor
  7. Have a Retirement Savings Plan
  8. Started an Investment Portfolio
  9. Regularly Review Financial Goals
  10. Used a Financial App or Tool to Manage Finances
  11. Established an Emergency Fund
  12. Have a Will or Estate Documents
  13. Have a Financial Education Goal
  14. Filed Taxes On Time This Year
  15. Have Adequate Insurance Coverage
  16. Reviewed Insurance Policies for Adequacy
  17. Adjusted Budget After a Major Life Change
  18. Started a Retirement Savings Account (401(k), IRA, etc.)
  19. Paid Off High-Interest Debt
  20. Saved 3-6 Months’ Worth of Expenses for Emergencies
  21. Started Estate Planning
  22. Discussed Finances with Family
  23. Reviewed Credit Report Recently
  24. Contributed to a College Savings Plan (if applicable)
  25. Created a Debt Repayment Plan