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