HaveAdequateInsuranceCoverageDiversifiedInvestmentsHave aFinancialEducationGoalMet with aFinancialAdvisorEstablishedanEmergencyFundReviewedInsurancePolicies forAdequacyStartedEstatePlanningEstablishedanEmergencyFundCreated aDebtRepaymentPlanFiledTaxes OnTime ThisYearDiscussedFinanceswithFamilyDiversifiedInvestmentsStarted anInvestmentPortfolioAdjustedBudget Aftera Major LifeChangeStarted aRetirementSavingsAccount(401(k), IRA,etc.)Have aRetirementSavingsPlanStarted anInvestmentPortfolioRegularlyReviewFinancialGoalsAdjustedBudget Aftera Major LifeChangeReviewedCreditReportRecentlyFiledTaxes OnTime ThisYearReviewedCreditReportRecentlyStarted aRetirementSavingsAccount(401(k), IRA,etc.)Set UpAutomaticSavingsDiscussedFinanceswithFamilyHaveAdequateInsuranceCoverageSaved 3-6Months’Worth ofExpenses forEmergenciesPlannedforHealthcareExpensesHave aPlan forMajorPurchasesMet with aFinancialAdvisorUsed aFinancialApp or Toolto ManageFinancesHave a Willor EstateDocumentsUsed aFinancialApp or Toolto ManageFinancesHave aFinancialEducationGoalContributedto a CollegeSavings Plan(ifapplicable)Set UpAutomaticSavingsPaid OffHigh-InterestDebtPaid OffHigh-InterestDebtReviewedInsurancePolicies forAdequacyCreated aBudgetand TrackExpensesHave aPlan forMajorPurchasesRegularlyReviewFinancialGoalsCreated aDebtRepaymentPlanPlannedforHealthcareExpensesHave aRetirementSavingsPlanHave a Willor EstateDocumentsCreated aBudgetand TrackExpensesContributedto a CollegeSavings Plan(ifapplicable)Saved 3-6Months’Worth ofExpenses forEmergenciesStartedEstatePlanningHaveAdequateInsuranceCoverageDiversifiedInvestmentsHave aFinancialEducationGoalMet with aFinancialAdvisorEstablishedanEmergencyFundReviewedInsurancePolicies forAdequacyStartedEstatePlanningEstablishedanEmergencyFundCreated aDebtRepaymentPlanFiledTaxes OnTime ThisYearDiscussedFinanceswithFamilyDiversifiedInvestmentsStarted anInvestmentPortfolioAdjustedBudget Aftera Major LifeChangeStarted aRetirementSavingsAccount(401(k), IRA,etc.)Have aRetirementSavingsPlanStarted anInvestmentPortfolioRegularlyReviewFinancialGoalsAdjustedBudget Aftera Major LifeChangeReviewedCreditReportRecentlyFiledTaxes OnTime ThisYearReviewedCreditReportRecentlyStarted aRetirementSavingsAccount(401(k), IRA,etc.)Set UpAutomaticSavingsDiscussedFinanceswithFamilyHaveAdequateInsuranceCoverageSaved 3-6Months’Worth ofExpenses forEmergenciesPlannedforHealthcareExpensesHave aPlan forMajorPurchasesMet with aFinancialAdvisorUsed aFinancialApp or Toolto ManageFinancesHave a Willor EstateDocumentsUsed aFinancialApp or Toolto ManageFinancesHave aFinancialEducationGoalContributedto a CollegeSavings Plan(ifapplicable)Set UpAutomaticSavingsPaid OffHigh-InterestDebtPaid OffHigh-InterestDebtReviewedInsurancePolicies forAdequacyCreated aBudgetand TrackExpensesHave aPlan forMajorPurchasesRegularlyReviewFinancialGoalsCreated aDebtRepaymentPlanPlannedforHealthcareExpensesHave aRetirementSavingsPlanHave a Willor EstateDocumentsCreated aBudgetand TrackExpensesContributedto a CollegeSavings Plan(ifapplicable)Saved 3-6Months’Worth ofExpenses forEmergenciesStartedEstatePlanning

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