The things I evaluate each year...

Ensure total 401K contributions will not exceed the maximum allowed ($14,000).  On target for $13,700.

Ensure total Roth IRA contributions will not exceed maximum allowed ($4,000).  On target for $4,000.

Estimate Federal and State Income Tax amount due and/or refunded.

Ensure total federal income tax withheld is close to what my total tax liability will for the year.

Estimate next year's taxes and set paycheck withholding amount accordingly (goal is to not receive large refund)

Determine max 401K amount allowed next year and ensure I contribute that amount

Determine max Roth IRA amount allowed next year and ensure I contribute that amount

Examine investment's asset allocation and rebalance as necessary

Investigate amount in Money Market savings and find more aggressive investment location for money for new year

Calculate investment return and compare to the established goal for the year

Determine total dividend amount earned for the year (in both taxable and non-taxable accounts)

Gather appropriate tax documents and prepare for delivery to CPA

Examine expenses for year and establish goals for cutting unnecessary costs

Determine if Net Worth goal was met for this year

Establish Net Worth goal for next year

Determine if savings goal was met for this year

Establish new savings goal for next year