FiledTaxes OnTime ThisYearRegularlyReviewFinancialGoalsEstablishedanEmergencyFundHave aFinancialEducationGoalDiscussedFinanceswithFamilyHave aPlan forMajorPurchasesSaved 3-6Months’Worth ofExpenses forEmergenciesReviewedInsurancePolicies forAdequacyHave a Willor EstateDocumentsCreated aBudgetand TrackExpensesMet with aFinancialAdvisorHaveAdequateInsuranceCoverageContributedto a CollegeSavings Plan(ifapplicable)ReviewedCreditReportRecentlyHave aRetirementSavingsPlanCreated aDebtRepaymentPlanStartedEstatePlanningStarted anInvestmentPortfolioAdjustedBudget Aftera Major LifeChangeDiversifiedInvestmentsPlannedforHealthcareExpensesUsed aFinancialApp or Toolto ManageFinancesPaid OffHigh-InterestDebtSet UpAutomaticSavingsStarted aRetirementSavingsAccount(401(k), IRA,etc.)FiledTaxes OnTime ThisYearRegularlyReviewFinancialGoalsEstablishedanEmergencyFundHave aFinancialEducationGoalDiscussedFinanceswithFamilyHave aPlan forMajorPurchasesSaved 3-6Months’Worth ofExpenses forEmergenciesReviewedInsurancePolicies forAdequacyHave a Willor EstateDocumentsCreated aBudgetand TrackExpensesMet with aFinancialAdvisorHaveAdequateInsuranceCoverageContributedto a CollegeSavings Plan(ifapplicable)ReviewedCreditReportRecentlyHave aRetirementSavingsPlanCreated aDebtRepaymentPlanStartedEstatePlanningStarted anInvestmentPortfolioAdjustedBudget Aftera Major LifeChangeDiversifiedInvestmentsPlannedforHealthcareExpensesUsed aFinancialApp or Toolto ManageFinancesPaid OffHigh-InterestDebtSet UpAutomaticSavingsStarted aRetirementSavingsAccount(401(k), IRA,etc.)

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
  1. Filed Taxes On Time This Year
  2. Regularly Review Financial Goals
  3. Established an Emergency Fund
  4. Have a Financial Education Goal
  5. Discussed Finances with Family
  6. Have a Plan for Major Purchases
  7. Saved 3-6 Months’ Worth of Expenses for Emergencies
  8. Reviewed Insurance Policies for Adequacy
  9. Have a Will or Estate Documents
  10. Created a Budget and Track Expenses
  11. Met with a Financial Advisor
  12. Have Adequate Insurance Coverage
  13. Contributed to a College Savings Plan (if applicable)
  14. Reviewed Credit Report Recently
  15. Have a Retirement Savings Plan
  16. Created a Debt Repayment Plan
  17. Started Estate Planning
  18. Started an Investment Portfolio
  19. Adjusted Budget After a Major Life Change
  20. Diversified Investments
  21. Planned for Healthcare Expenses
  22. Used a Financial App or Tool to Manage Finances
  23. Paid Off High-Interest Debt
  24. Set Up Automatic Savings
  25. Started a Retirement Savings Account (401(k), IRA, etc.)