Monthly Reviews
- Budget Tracking: Compare actual expenses against the budget. 비트코인 관련주
- Cash Flow Analysis: Ensure that income consistently exceeds expenses.
Quarterly Reviews
- Investment Performance: Evaluate the performance of your investment portfolio and compare it against benchmarks.
- Goal Progress: Assess progress toward short-term and long-term financial goals.
- Net Worth Calculation: Calculate net worth by subtracting liabilities from assets to measure overall financial health.
- Plan Adjustments: Adjust the financial plan based on significant life changes such as marriage, childbirth, or job changes.