Met with aFinancialAdvisorFiledTaxes OnTime ThisYearContributedto a CollegeSavings Plan(ifapplicable)Started anInvestmentPortfolioStarted aRetirementSavingsAccount(401(k), IRA,etc.)Used aFinancialApp or Toolto ManageFinancesRegularlyReviewFinancialGoalsCreated aDebtRepaymentPlanHave aPlan forMajorPurchasesDiversifiedInvestmentsPlannedforHealthcareExpensesEstablishedanEmergencyFundCreated aBudgetand TrackExpensesSaved 3-6Months’Worth ofExpenses forEmergenciesPaid OffHigh-InterestDebtDiscussedFinanceswithFamilyAdjustedBudget Aftera Major LifeChangeReviewedInsurancePolicies forAdequacyHave aFinancialEducationGoalHave aRetirementSavingsPlanHaveAdequateInsuranceCoverageReviewedCreditReportRecentlyHave a Willor EstateDocumentsStartedEstatePlanningSet UpAutomaticSavingsMet with aFinancialAdvisorFiledTaxes OnTime ThisYearContributedto a CollegeSavings Plan(ifapplicable)Started anInvestmentPortfolioStarted aRetirementSavingsAccount(401(k), IRA,etc.)Used aFinancialApp or Toolto ManageFinancesRegularlyReviewFinancialGoalsCreated aDebtRepaymentPlanHave aPlan forMajorPurchasesDiversifiedInvestmentsPlannedforHealthcareExpensesEstablishedanEmergencyFundCreated aBudgetand TrackExpensesSaved 3-6Months’Worth ofExpenses forEmergenciesPaid OffHigh-InterestDebtDiscussedFinanceswithFamilyAdjustedBudget Aftera Major LifeChangeReviewedInsurancePolicies forAdequacyHave aFinancialEducationGoalHave aRetirementSavingsPlanHaveAdequateInsuranceCoverageReviewedCreditReportRecentlyHave a Willor EstateDocumentsStartedEstatePlanningSet UpAutomaticSavings

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