Ok, this may sound really lame, but for the past 3 or 4 years between Christmas and New Years, I've put together an "annual report" for DW that we sit down and go over. The report includes the standard balance sheet (w/portfolio listing & net worth trend), income statement (mostly expenses w/trend), and cash flow. I do the "report" in powerpoint with "screnshots" from Quicken and save it each year.
DW looks forward to it about as much as a root canal, but she humors me for an hour or so.
Incidentally, I find that the exercise actually helps me quite a bit because it makes me document all the portfolio adjustments including the reasoning for any asset allocation changes (always fun to look back at those).
Also, it shows expenses by category (from quicken) and I can see if anything is out of line or ripe for "tuning".
(hint: DW's hair care expenses, no matter how high, are never ripe for tuning!)