Created aDebtRepaymentPlanAdjustedBudget Aftera Major LifeChangeSaved 3-6Months’Worth ofExpenses forEmergenciesDiversifiedInvestmentsHave a Willor EstateDocumentsDiscussedFinanceswithFamilyHaveAdequateInsuranceCoverageReviewedInsurancePolicies forAdequacyUsed aFinancialApp or Toolto ManageFinancesEstablishedanEmergencyFundHave aFinancialEducationGoalHave aPlan forMajorPurchasesHave aRetirementSavingsPlanFiledTaxes OnTime ThisYearStartedEstatePlanningCreated aBudgetand TrackExpensesPaid OffHigh-InterestDebtStarted anInvestmentPortfolioContributedto a CollegeSavings Plan(ifapplicable)Set UpAutomaticSavingsMet with aFinancialAdvisorStarted aRetirementSavingsAccount(401(k), IRA,etc.)ReviewedCreditReportRecentlyRegularlyReviewFinancialGoalsPlannedforHealthcareExpensesCreated aDebtRepaymentPlanAdjustedBudget Aftera Major LifeChangeSaved 3-6Months’Worth ofExpenses forEmergenciesDiversifiedInvestmentsHave a Willor EstateDocumentsDiscussedFinanceswithFamilyHaveAdequateInsuranceCoverageReviewedInsurancePolicies forAdequacyUsed aFinancialApp or Toolto ManageFinancesEstablishedanEmergencyFundHave aFinancialEducationGoalHave aPlan forMajorPurchasesHave aRetirementSavingsPlanFiledTaxes OnTime ThisYearStartedEstatePlanningCreated aBudgetand TrackExpensesPaid OffHigh-InterestDebtStarted anInvestmentPortfolioContributedto a CollegeSavings Plan(ifapplicable)Set UpAutomaticSavingsMet with aFinancialAdvisorStarted aRetirementSavingsAccount(401(k), IRA,etc.)ReviewedCreditReportRecentlyRegularlyReviewFinancialGoalsPlannedforHealthcareExpenses

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