Created aDebtRepaymentPlanStarted anInvestmentPortfolioReviewedInsurancePolicies forAdequacyStarted aRetirementSavingsAccount(401(k), IRA,etc.)RegularlyReviewFinancialGoalsCreated aBudgetand TrackExpensesHave a Willor EstateDocumentsDiversifiedInvestmentsHaveAdequateInsuranceCoverageAdjustedBudget Aftera Major LifeChangeEstablishedanEmergencyFundFiledTaxes OnTime ThisYearHave aRetirementSavingsPlanHave aFinancialEducationGoalContributedto a CollegeSavings Plan(ifapplicable)DiscussedFinanceswithFamilyMet with aFinancialAdvisorUsed aFinancialApp or Toolto ManageFinancesPaid OffHigh-InterestDebtReviewedCreditReportRecentlyHave aPlan forMajorPurchasesStartedEstatePlanningPlannedforHealthcareExpensesSet UpAutomaticSavingsSaved 3-6Months’Worth ofExpenses forEmergenciesCreated aDebtRepaymentPlanStarted anInvestmentPortfolioReviewedInsurancePolicies forAdequacyStarted aRetirementSavingsAccount(401(k), IRA,etc.)RegularlyReviewFinancialGoalsCreated aBudgetand TrackExpensesHave a Willor EstateDocumentsDiversifiedInvestmentsHaveAdequateInsuranceCoverageAdjustedBudget Aftera Major LifeChangeEstablishedanEmergencyFundFiledTaxes OnTime ThisYearHave aRetirementSavingsPlanHave aFinancialEducationGoalContributedto a CollegeSavings Plan(ifapplicable)DiscussedFinanceswithFamilyMet with aFinancialAdvisorUsed aFinancialApp or Toolto ManageFinancesPaid OffHigh-InterestDebtReviewedCreditReportRecentlyHave aPlan forMajorPurchasesStartedEstatePlanningPlannedforHealthcareExpensesSet UpAutomaticSavingsSaved 3-6Months’Worth ofExpenses forEmergencies

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