Pretty much parallels what I do each year in the first day or two. Excellent checklist!
Retirement Manifesto: A step-by-step guide-to-your-annual-financial-update
- Update Net Worth Statement
- Update investments/capture current asset allocation
- Determine portfolio rebalancing actions
- If retired, update your bucket strategy (how much in cash bucket, how much in 5-8 year bucket, how much in long-term bucket)
- Update your spending from the previous year
- Determine your spending goals/limits for the new year