Monthly Reviews

  1. Budget Tracking: Compare actual expenses against the budget. 비트코인 관련주
  2. Cash Flow Analysis: Ensure that income consistently exceeds expenses.

Quarterly Reviews

  1. Investment Performance: Evaluate the performance of your investment portfolio and compare it against benchmarks.
  2. Goal Progress: Assess progress toward short-term and long-term financial goals.

Annual Reviews

  1. Net Worth Calculation: Calculate net worth by subtracting liabilities from assets to measure overall financial health.
  2. Plan Adjustments: Adjust the financial plan based on significant life changes such as marriage, childbirth, or job changes.