Have aPlan forMajorPurchasesHave aRetirementSavingsPlanSaved 3-6Months’Worth ofExpenses forEmergenciesCreated aDebtRepaymentPlanCreated aBudgetand TrackExpensesHave aFinancialEducationGoalSet UpAutomaticSavingsPaid OffHigh-InterestDebtDiversifiedInvestmentsUsed aFinancialApp or Toolto ManageFinancesDiscussedFinanceswithFamilyPlannedforHealthcareExpensesReviewedCreditReportRecentlyHave a Willor EstateDocumentsStarted anInvestmentPortfolioAdjustedBudget Aftera Major LifeChangeStarted aRetirementSavingsAccount(401(k), IRA,etc.)FiledTaxes OnTime ThisYearHaveAdequateInsuranceCoverageStartedEstatePlanningEstablishedanEmergencyFundContributedto a CollegeSavings Plan(ifapplicable)ReviewedInsurancePolicies forAdequacyRegularlyReviewFinancialGoalsMet with aFinancialAdvisorHave aPlan forMajorPurchasesHave aRetirementSavingsPlanSaved 3-6Months’Worth ofExpenses forEmergenciesCreated aDebtRepaymentPlanCreated aBudgetand TrackExpensesHave aFinancialEducationGoalSet UpAutomaticSavingsPaid OffHigh-InterestDebtDiversifiedInvestmentsUsed aFinancialApp or Toolto ManageFinancesDiscussedFinanceswithFamilyPlannedforHealthcareExpensesReviewedCreditReportRecentlyHave a Willor EstateDocumentsStarted anInvestmentPortfolioAdjustedBudget Aftera Major LifeChangeStarted aRetirementSavingsAccount(401(k), IRA,etc.)FiledTaxes OnTime ThisYearHaveAdequateInsuranceCoverageStartedEstatePlanningEstablishedanEmergencyFundContributedto a CollegeSavings Plan(ifapplicable)ReviewedInsurancePolicies forAdequacyRegularlyReviewFinancialGoalsMet with aFinancialAdvisor

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