StartedEstatePlanningHaveAdequateInsuranceCoverageCreated aBudgetand TrackExpensesFiledTaxes OnTime ThisYearUsed aFinancialApp or Toolto ManageFinancesHave aPlan forMajorPurchasesRegularlyReviewFinancialGoalsHave aRetirementSavingsPlanPaid OffHigh-InterestDebtContributedto a CollegeSavings Plan(ifapplicable)EstablishedanEmergencyFundSaved 3-6Months’Worth ofExpenses forEmergenciesStarted anInvestmentPortfolioStarted aRetirementSavingsAccount(401(k), IRA,etc.)Have a Willor EstateDocumentsReviewedInsurancePolicies forAdequacyHave aFinancialEducationGoalDiscussedFinanceswithFamilySet UpAutomaticSavingsPlannedforHealthcareExpensesReviewedCreditReportRecentlyAdjustedBudget Aftera Major LifeChangeCreated aDebtRepaymentPlanMet with aFinancialAdvisorDiversifiedInvestmentsStartedEstatePlanningHaveAdequateInsuranceCoverageCreated aBudgetand TrackExpensesFiledTaxes OnTime ThisYearUsed aFinancialApp or Toolto ManageFinancesHave aPlan forMajorPurchasesRegularlyReviewFinancialGoalsHave aRetirementSavingsPlanPaid OffHigh-InterestDebtContributedto a CollegeSavings Plan(ifapplicable)EstablishedanEmergencyFundSaved 3-6Months’Worth ofExpenses forEmergenciesStarted anInvestmentPortfolioStarted aRetirementSavingsAccount(401(k), IRA,etc.)Have a Willor EstateDocumentsReviewedInsurancePolicies forAdequacyHave aFinancialEducationGoalDiscussedFinanceswithFamilySet UpAutomaticSavingsPlannedforHealthcareExpensesReviewedCreditReportRecentlyAdjustedBudget Aftera Major LifeChangeCreated aDebtRepaymentPlanMet with aFinancialAdvisorDiversifiedInvestments

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