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2. Year-end financial checklist: Your guide to reviewing and ...

   www.aol.com/finance/financial-planning-checklist...

   2. Evaluate your investments and take your RMDs. The end of the year is an ideal time to review your investment strategy to make sure your portfolio is still on the right track to meet your goals.

3. Check sheet - Wikipedia

   en.wikipedia.org/wiki/Check_sheet

   Example checklist. While the check sheets discussed above are all for capturing and categorizing observations, the checklist is intended as a mistake-proofing aid when carrying out multi-step procedures, particularly during the checking and finishing of process outputs. This type of check sheet consists of the following:

4. Schedule (project management) - Wikipedia

   en.wikipedia.org/wiki/Schedule_(project_management)

   The project schedule is a calendar that links the tasks to be done with the resources that will do them. It is the core of the project plan used to show the organization how the work will be done, commit people to the project, determine resource needs, and used as a kind of checklist to make sure that every task necessary is performed.

5. Owner earnings - Wikipedia

   en.wikipedia.org/wiki/Owner_earnings

   Owner earnings is a valuation method detailed by Warren Buffett in Berkshire Hathaway's annual report in 1986. [1] He stated that the value of a company is simply the total of the net cash flows (owner earnings) expected to occur over the life of the business, minus any reinvestment of earnings.

6. Piotroski F-score - Wikipedia

   en.wikipedia.org/wiki/Piotroski_F-Score

   Piotroski F-score is a number between 0 and 9 which is used to assess strength of company's financial position. The score is used by financial investors in order to find the best value stocks (nine being the best).

7. Basis of estimate - Wikipedia

   en.wikipedia.org/wiki/Basis_of_estimate

   Basis of estimate (BOE) is a tool used in the field of project management by which members of the project team, usually estimators, project managers, or cost analysts, calculate the total cost of the project.