RegularlyReviewFinancialGoalsMet with aFinancialAdvisorHave aFinancialEducationGoalFiledTaxes OnTime ThisYearSaved 3-6Months’Worth ofExpenses forEmergenciesHave a Willor EstateDocumentsSet UpAutomaticSavingsHave aRetirementSavingsPlanUsed aFinancialApp or Toolto ManageFinancesReviewedInsurancePolicies forAdequacyPlannedforHealthcareExpensesCreated aDebtRepaymentPlanDiscussedFinanceswithFamilyStartedEstatePlanningContributedto a CollegeSavings Plan(ifapplicable)Have aPlan forMajorPurchasesPaid OffHigh-InterestDebtStarted anInvestmentPortfolioAdjustedBudget Aftera Major LifeChangeReviewedCreditReportRecentlyDiversifiedInvestmentsHaveAdequateInsuranceCoverageCreated aBudgetand TrackExpensesStarted aRetirementSavingsAccount(401(k), IRA,etc.)EstablishedanEmergencyFundRegularlyReviewFinancialGoalsMet with aFinancialAdvisorHave aFinancialEducationGoalFiledTaxes OnTime ThisYearSaved 3-6Months’Worth ofExpenses forEmergenciesHave a Willor EstateDocumentsSet UpAutomaticSavingsHave aRetirementSavingsPlanUsed aFinancialApp or Toolto ManageFinancesReviewedInsurancePolicies forAdequacyPlannedforHealthcareExpensesCreated aDebtRepaymentPlanDiscussedFinanceswithFamilyStartedEstatePlanningContributedto a CollegeSavings Plan(ifapplicable)Have aPlan forMajorPurchasesPaid OffHigh-InterestDebtStarted anInvestmentPortfolioAdjustedBudget Aftera Major LifeChangeReviewedCreditReportRecentlyDiversifiedInvestmentsHaveAdequateInsuranceCoverageCreated aBudgetand TrackExpensesStarted aRetirementSavingsAccount(401(k), IRA,etc.)EstablishedanEmergencyFund

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