Contributedto a CollegeSavings Plan(ifapplicable)StartedEstatePlanningAdjustedBudget Aftera Major LifeChangeEstablishedanEmergencyFundCreated aBudgetand TrackExpensesHaveAdequateInsuranceCoverageReviewedCreditReportRecentlyHave a Willor EstateDocumentsFiledTaxes OnTime ThisYearSet UpAutomaticSavingsHave aRetirementSavingsPlanStarted anInvestmentPortfolioMet with aFinancialAdvisorPaid OffHigh-InterestDebtSaved 3-6Months’Worth ofExpenses forEmergenciesHave aPlan forMajorPurchasesHave aFinancialEducationGoalReviewedInsurancePolicies forAdequacyUsed aFinancialApp or Toolto ManageFinancesRegularlyReviewFinancialGoalsCreated aDebtRepaymentPlanStarted aRetirementSavingsAccount(401(k), IRA,etc.)DiversifiedInvestmentsPlannedforHealthcareExpensesDiscussedFinanceswithFamilyContributedto a CollegeSavings Plan(ifapplicable)StartedEstatePlanningAdjustedBudget Aftera Major LifeChangeEstablishedanEmergencyFundCreated aBudgetand TrackExpensesHaveAdequateInsuranceCoverageReviewedCreditReportRecentlyHave a Willor EstateDocumentsFiledTaxes OnTime ThisYearSet UpAutomaticSavingsHave aRetirementSavingsPlanStarted anInvestmentPortfolioMet with aFinancialAdvisorPaid OffHigh-InterestDebtSaved 3-6Months’Worth ofExpenses forEmergenciesHave aPlan forMajorPurchasesHave aFinancialEducationGoalReviewedInsurancePolicies forAdequacyUsed aFinancialApp or Toolto ManageFinancesRegularlyReviewFinancialGoalsCreated aDebtRepaymentPlanStarted aRetirementSavingsAccount(401(k), IRA,etc.)DiversifiedInvestmentsPlannedforHealthcareExpensesDiscussedFinanceswithFamily

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