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News

 

September 15, 2020 – "Tech-Focused Firm Scales With Digitally-Enabled Planning Focus" -Bridge Financial Technology is a software provider that Foothills Financial Planning uses to make life a bit easier. Bridge recently started a series titled "Stories of the Trusted Advisor" and chose to showcase Kevin O'Reilly,  CFP®, and Foothills Financial Planning as the first installment.

 

Kevin O'Reilly, CFP® was a contributing author to the recently released book Investing in an Uncertain Economy For Dummies, by Wiley Publishing.  View Kevin's chapter on portfolio diversification, or purchase the book from Amazon.

 

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November 9, 2015 – "How To Spend Less This Holiday Season" -Fee-only financial planner Kevin O'Reilly, CFP® discusses ways to get a handle on holiday spending in Time/Money Magazine.

 

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June 5, 2015 – "6 Signs Your Finances Are In Great Health" -Phoenix-based fee-only financial planner Kevin O'Reilly, CFP® contributes advice for being in good financial health in Time/Money Magazine.

 

July 7, 2014 – "Give Yourself a Midyear 401(k) Checkup" -Phoenix-based financial planner Kevin O'Reilly, CFP® thinks you should consider swapping out high cost funds in your 401k account.

 

March 11, 2014 – "Rethink your emergency savings strategy" -With help from Phoenix-based fee-only financial planner Kevin O'Reilly, Marketwatch explores the wisdom of seeking higher yields with Emergency Funds.

 

November, 2013 – "A Place for REITs in Client Portfolios?" -Phoenix-based financial planner Kevin O'Reilly, CFP® likes the inclusion of Real Estate Investment Trusts in a portfolio.

 

November, 2013 – "What to Do When Clients Want Gold in the Portfolio" - Ahwatukee financial planner Kevin O'Reilly, CFP® shares some thoughts about the inclusion of gold in a portfolio.

 

September, 2012 – "Couples find 2 homes a dilemma" -Arizona-based investment advisor Kevin Patrick O'Reilly, CFP® weighs in on the challenges of combining two homes in a marriage. This article was also the cover story in the Real Estate section of the Arizona Republic as well as several other newspapers around the nation.

 

November, 2011 – "Understanding Health Savings Accounts" - Phoenix-based investment advisor Kevin Patrick O'Reilly, CFP® was quoted extensively regarding health savings accounts in NAPFA Advisor magazine, the trade publication for fee-only advisors.

 

September 8, 2011 – "How parents of multiples tackle financial challenges" - Reuters Money recently interviewed Ahwatukee-based investment advisor Kevin O'Reilly regarding the financial challenges faced by parents of triplets and other multiples.

 

August 18, 2011 – "Volatile Stocks to Leave Lasting Scars for Fund Investors" - Bloomberg interviewed Ahwatukee and Scottsdale-based investment advisor Kevin O'Reilly, CRPC® about the impact on Foothills Financial Planning's clients of the recent market volatility.

 

April 26, 2011 – "Buffett's lustre dims ahead of Berkshire shareholders' meeting" - The Globe and Mail interviewed Phoenix and Scottsdale-based investment advisor Kevin O'Reilly, CRPC® about corporate governance in light of the David Sokol affair, and what to look for at the upcoming Berkshire Hathaway shareholder meeting.

 

August 10, 2010 – "Parents, students dig deeper to pay for college" - Marketwatch recently interviewed Phoenix-based investment advisor Kevin O'Reilly regarding rising college expenses and how parents and students are paying for them.

 

August, 2010 – In "Finance Your Future - 6 Things Every Newbie Investor Should Do",” Kevin O'Reilly, CRPC® contributes some thoughts to what new investors should focus on when getting started.

 

May, 2010 – The May issue of Good Housekeeping features a quote from Phoenix-based investment advisor Kevin O'Reilly. The article discusses how to stick to a budget, and Kevin provides some thoughts on tracking ongoing expenses.

 

May, 2010 – Kevin O'Reilly teamed up with Kiplinger Personal Finance and NAPFA - The National Association of Personal Financial Advisors - to provide free advice to consumers as part of Jump-Start Your Retirement Planning Days. Please see the press release about the Ahwatukee planner here.

 

December 15, 2009 – CityTownInfo.com - 12/15/09 "Experts Provide Financial Advice for College Grads" - Kevin shares some thoughts regarding what types of accounts recent grads should use for investing.

 

November 6, 2009 – "Q&A With Foothills Financial Planning, Inc." - Foothills Financial Planning was featured in our local Ahwatukee newspaper.

 

June 12, 2009 – "What is your company doing to beat the recession?" - Kevin O'Reilly shares what he is doing to manage Foothills Financial Planning through the recession.

 

May 8, 2009 – "Financial Advisor Helps East Valley Residents Juggle Finances" - Foothills Financial Planning is showcased by EVLiving.com.

 

Febrary 20, 2009 – "Investors Using 401ks to Fund Business Startups" - Kevin O'Reilly offers some views regarding the use of retirement funds to finance business startups.

 

Febrary 6, 2009 – "Key to Financial Survival:  Rein in Spending" - Kevin O'Reilly's input for a previous article is included in a story targeted at a broader audience.

 

January 23, 2009 – "Time to tighten spending" - Kevin O'Reilly talks about spending challenges in the Ahwatukee Foothills.

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Kevin O'Reilly, CFP® was a contributing author to the book Investing in an Uncertain Economy For Dummies, by Wiley Publishing. 

New on the Blog

  • So it’s time to take your first RMD
  • What is a REIT?
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Contact Information:
Phone: 480.445.9072
Fax: 888-862-8337

Email: kevin@foothillsplanning.com

4425 E. Agave Road, Suite 132
Phoenix, AZ 85044-0619
480-445-9072

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