Saved 3-6Months’Worth ofExpenses forEmergenciesUsed aFinancialApp or Toolto ManageFinancesPaid OffHigh-InterestDebtHave a Willor EstateDocumentsStarted aRetirementSavingsAccount(401(k), IRA,etc.)Started anInvestmentPortfolioHave aFinancialEducationGoalRegularlyReviewFinancialGoalsReviewedInsurancePolicies forAdequacyDiversifiedInvestmentsSet UpAutomaticSavingsRegularlyReviewFinancialGoalsStartedEstatePlanningHave a Willor EstateDocumentsCreated aDebtRepaymentPlanMet with aFinancialAdvisorHave aPlan forMajorPurchasesEstablishedanEmergencyFundDiscussedFinanceswithFamilyEstablishedanEmergencyFundDiscussedFinanceswithFamilyCreated aBudgetand TrackExpensesStarted anInvestmentPortfolioStartedEstatePlanningPlannedforHealthcareExpensesFiledTaxes OnTime ThisYearReviewedCreditReportRecentlyDiversifiedInvestmentsSaved 3-6Months’Worth ofExpenses forEmergenciesMet with aFinancialAdvisorUsed aFinancialApp or Toolto ManageFinancesPlannedforHealthcareExpensesHaveAdequateInsuranceCoverageCreated aDebtRepaymentPlanAdjustedBudget Aftera Major LifeChangeHave aFinancialEducationGoalContributedto a CollegeSavings Plan(ifapplicable)Started aRetirementSavingsAccount(401(k), IRA,etc.)Have aRetirementSavingsPlanPaid OffHigh-InterestDebtHaveAdequateInsuranceCoverageReviewedInsurancePolicies forAdequacyCreated aBudgetand TrackExpensesAdjustedBudget Aftera Major LifeChangeHave aPlan forMajorPurchasesContributedto a CollegeSavings Plan(ifapplicable)ReviewedCreditReportRecentlyFiledTaxes OnTime ThisYearHave aRetirementSavingsPlanSet UpAutomaticSavingsSaved 3-6Months’Worth ofExpenses forEmergenciesUsed aFinancialApp or Toolto ManageFinancesPaid OffHigh-InterestDebtHave a Willor EstateDocumentsStarted aRetirementSavingsAccount(401(k), IRA,etc.)Started anInvestmentPortfolioHave aFinancialEducationGoalRegularlyReviewFinancialGoalsReviewedInsurancePolicies forAdequacyDiversifiedInvestmentsSet UpAutomaticSavingsRegularlyReviewFinancialGoalsStartedEstatePlanningHave a Willor EstateDocumentsCreated aDebtRepaymentPlanMet with aFinancialAdvisorHave aPlan forMajorPurchasesEstablishedanEmergencyFundDiscussedFinanceswithFamilyEstablishedanEmergencyFundDiscussedFinanceswithFamilyCreated aBudgetand TrackExpensesStarted anInvestmentPortfolioStartedEstatePlanningPlannedforHealthcareExpensesFiledTaxes OnTime ThisYearReviewedCreditReportRecentlyDiversifiedInvestmentsSaved 3-6Months’Worth ofExpenses forEmergenciesMet with aFinancialAdvisorUsed aFinancialApp or Toolto ManageFinancesPlannedforHealthcareExpensesHaveAdequateInsuranceCoverageCreated aDebtRepaymentPlanAdjustedBudget Aftera Major LifeChangeHave aFinancialEducationGoalContributedto a CollegeSavings Plan(ifapplicable)Started aRetirementSavingsAccount(401(k), IRA,etc.)Have aRetirementSavingsPlanPaid OffHigh-InterestDebtHaveAdequateInsuranceCoverageReviewedInsurancePolicies forAdequacyCreated aBudgetand TrackExpensesAdjustedBudget Aftera Major LifeChangeHave aPlan forMajorPurchasesContributedto a CollegeSavings Plan(ifapplicable)ReviewedCreditReportRecentlyFiledTaxes OnTime ThisYearHave aRetirementSavingsPlanSet UpAutomaticSavings

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