Contributedto a CollegeSavings Plan(ifapplicable)StartedEstatePlanningSaved 3-6Months’Worth ofExpenses forEmergenciesReviewedCreditReportRecentlyFiledTaxes OnTime ThisYearAdjustedBudget Aftera Major LifeChangeRegularlyReviewFinancialGoalsMet with aFinancialAdvisorHave aFinancialEducationGoalReviewedCreditReportRecentlyUsed aFinancialApp or Toolto ManageFinancesPlannedforHealthcareExpensesStarted aRetirementSavingsAccount(401(k), IRA,etc.)StartedEstatePlanningDiscussedFinanceswithFamilyUsed aFinancialApp or Toolto ManageFinancesCreated aBudgetand TrackExpensesRegularlyReviewFinancialGoalsReviewedCreditReportRecentlyCreated aBudgetand TrackExpensesStarted anInvestmentPortfolioHave aPlan forMajorPurchasesHaveAdequateInsuranceCoverageMet with aFinancialAdvisorPaid OffHigh-InterestDebtUsed aFinancialApp or Toolto ManageFinancesHave aFinancialEducationGoalStartedEstatePlanningDiversifiedInvestmentsEstablishedanEmergencyFundHave aPlan forMajorPurchasesMet with aFinancialAdvisorSet UpAutomaticSavingsPlannedforHealthcareExpensesReviewedInsurancePolicies forAdequacyCreated aDebtRepaymentPlanDiversifiedInvestmentsDiversifiedInvestmentsPaid OffHigh-InterestDebtContributedto a CollegeSavings Plan(ifapplicable)Have a Willor EstateDocumentsFiledTaxes OnTime ThisYearHave a Willor EstateDocumentsHaveAdequateInsuranceCoverageHave aRetirementSavingsPlanEstablishedanEmergencyFundReviewedInsurancePolicies forAdequacySaved 3-6Months’Worth ofExpenses forEmergenciesAdjustedBudget Aftera Major LifeChangeHave aFinancialEducationGoalAdjustedBudget Aftera Major LifeChangeCreated aDebtRepaymentPlanDiscussedFinanceswithFamilySet UpAutomaticSavingsHaveAdequateInsuranceCoverageSaved 3-6Months’Worth ofExpenses forEmergenciesReviewedInsurancePolicies forAdequacyStarted aRetirementSavingsAccount(401(k), IRA,etc.)EstablishedanEmergencyFundSet UpAutomaticSavingsCreated aDebtRepaymentPlanHave aRetirementSavingsPlanStarted anInvestmentPortfolioHave aPlan forMajorPurchasesPaid OffHigh-InterestDebtHave aRetirementSavingsPlanStarted aRetirementSavingsAccount(401(k), IRA,etc.)Started anInvestmentPortfolioCreated aBudgetand TrackExpensesFiledTaxes OnTime ThisYearContributedto a CollegeSavings Plan(ifapplicable)RegularlyReviewFinancialGoalsPlannedforHealthcareExpensesHave a Willor EstateDocumentsDiscussedFinanceswithFamilyContributedto a CollegeSavings Plan(ifapplicable)StartedEstatePlanningSaved 3-6Months’Worth ofExpenses forEmergenciesReviewedCreditReportRecentlyFiledTaxes OnTime ThisYearAdjustedBudget Aftera Major LifeChangeRegularlyReviewFinancialGoalsMet with aFinancialAdvisorHave aFinancialEducationGoalReviewedCreditReportRecentlyUsed aFinancialApp or Toolto ManageFinancesPlannedforHealthcareExpensesStarted aRetirementSavingsAccount(401(k), IRA,etc.)StartedEstatePlanningDiscussedFinanceswithFamilyUsed aFinancialApp or Toolto ManageFinancesCreated aBudgetand TrackExpensesRegularlyReviewFinancialGoalsReviewedCreditReportRecentlyCreated aBudgetand TrackExpensesStarted anInvestmentPortfolioHave aPlan forMajorPurchasesHaveAdequateInsuranceCoverageMet with aFinancialAdvisorPaid OffHigh-InterestDebtUsed aFinancialApp or Toolto ManageFinancesHave aFinancialEducationGoalStartedEstatePlanningDiversifiedInvestmentsEstablishedanEmergencyFundHave aPlan forMajorPurchasesMet with aFinancialAdvisorSet UpAutomaticSavingsPlannedforHealthcareExpensesReviewedInsurancePolicies forAdequacyCreated aDebtRepaymentPlanDiversifiedInvestmentsDiversifiedInvestmentsPaid OffHigh-InterestDebtContributedto a CollegeSavings Plan(ifapplicable)Have a Willor EstateDocumentsFiledTaxes OnTime ThisYearHave a Willor EstateDocumentsHaveAdequateInsuranceCoverageHave aRetirementSavingsPlanEstablishedanEmergencyFundReviewedInsurancePolicies forAdequacySaved 3-6Months’Worth ofExpenses forEmergenciesAdjustedBudget Aftera Major LifeChangeHave aFinancialEducationGoalAdjustedBudget Aftera Major LifeChangeCreated aDebtRepaymentPlanDiscussedFinanceswithFamilySet UpAutomaticSavingsHaveAdequateInsuranceCoverageSaved 3-6Months’Worth ofExpenses forEmergenciesReviewedInsurancePolicies forAdequacyStarted aRetirementSavingsAccount(401(k), IRA,etc.)EstablishedanEmergencyFundSet UpAutomaticSavingsCreated aDebtRepaymentPlanHave aRetirementSavingsPlanStarted anInvestmentPortfolioHave aPlan forMajorPurchasesPaid OffHigh-InterestDebtHave aRetirementSavingsPlanStarted aRetirementSavingsAccount(401(k), IRA,etc.)Started anInvestmentPortfolioCreated aBudgetand TrackExpensesFiledTaxes OnTime ThisYearContributedto a CollegeSavings Plan(ifapplicable)RegularlyReviewFinancialGoalsPlannedforHealthcareExpensesHave a Willor EstateDocumentsDiscussedFinanceswithFamily

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