ReviewedInsurancePolicies forAdequacySet UpAutomaticSavingsCreated aDebtRepaymentPlanHave aFinancialEducationGoalMet with aFinancialAdvisorHave aPlan forMajorPurchasesDiversifiedInvestmentsPlannedforHealthcareExpensesPaid OffHigh-InterestDebtEstablishedanEmergencyFundSaved 3-6Months’Worth ofExpenses forEmergenciesCreated aBudgetand TrackExpensesStarted anInvestmentPortfolioAdjustedBudget Aftera Major LifeChangeStarted aRetirementSavingsAccount(401(k), IRA,etc.)DiscussedFinanceswithFamilyFiledTaxes OnTime ThisYearContributedto a CollegeSavings Plan(ifapplicable)RegularlyReviewFinancialGoalsHave aRetirementSavingsPlanHave a Willor EstateDocumentsUsed aFinancialApp or Toolto ManageFinancesHaveAdequateInsuranceCoverageStartedEstatePlanningReviewedCreditReportRecentlyReviewedInsurancePolicies forAdequacySet UpAutomaticSavingsCreated aDebtRepaymentPlanHave aFinancialEducationGoalMet with aFinancialAdvisorHave aPlan forMajorPurchasesDiversifiedInvestmentsPlannedforHealthcareExpensesPaid OffHigh-InterestDebtEstablishedanEmergencyFundSaved 3-6Months’Worth ofExpenses forEmergenciesCreated aBudgetand TrackExpensesStarted anInvestmentPortfolioAdjustedBudget Aftera Major LifeChangeStarted aRetirementSavingsAccount(401(k), IRA,etc.)DiscussedFinanceswithFamilyFiledTaxes OnTime ThisYearContributedto a CollegeSavings Plan(ifapplicable)RegularlyReviewFinancialGoalsHave aRetirementSavingsPlanHave a Willor EstateDocumentsUsed aFinancialApp or Toolto ManageFinancesHaveAdequateInsuranceCoverageStartedEstatePlanningReviewedCreditReportRecently

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