I do my monthly financial statements and from that my net worth statement.

These provides my an opportunity to log into all the accounts and verify i am alive.

Some of those I do during the year multiple times, my mutual funds I only do maybe once or twice a year and mostly December and January.

In January I get the privilege of prepping to do my taxes and then start on them in earnest in February. Some companies just refuse to provide tax documents in a timely manner. I had two companies that always sent me letters in April that I needed to file an extension because they did not have their act together. After four years of that, I jettisoned them.

During the year I keep track of how much in dividends we get each month to get a handle on when they come in for that retirement thing.