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