Kiely Capital Management, Inc. Contact Bernie today for more information Kiely Capital Management, Inc. Investment Management Financial Planning Bernie and Yvonne Kiely

Kiely Capital Management
Bernie and Yvonne Kiely
Mission Statement
Bernie's FAQ
Press Room
About Our Services
Get Acquainted
Two Hour Consultations
Financial Planning
Investment Management
Choosing Your Financial Advisor
Why Fee Only
NAPFA Fiduciary Oath
Disclosure
Our Fees
Form ADV
Contact Bernie Today

KMC Press Room

Meet Bernie

Bernie Kiely’s Winding Road to Success in Personal Financial Planning published in New Jersey Society of Certified Public Accountants. “I’m an expert in what doesn’t work,” says Bernie Kiely. He’s right, of course. Consider the case of a fresh faced 17-year-old Navy recruit standing up for inspection.

“Did you shave?” the training officer says.
          “No sir,” says Kiely.
“Why not?”
          “Not old enough, sir.”

» Read entire article.
 

Taking Financial Planning to New Heights published in CPA Wealth Provider, written by Stuart Kahan. Meet Kiely for the first time and one is immediately disarmed. He is soft spoken, listens intently to every word one says, and then responds succinctly and to the point. He very rarely wastes words.

» Read entire article.
 

Trade Topics

Does pension income block the way for Roth IRA? Written by Karin Price. I’m 52 years old and in about five years I will start collecting a pension from the state of New Jersey. My wife and I are under the income limit to open a Roth IRA but does the fact that I have a pension exclude me from doing so? I also have a 403(b) that I must stop paying into this year so I was hoping to use that extra money for a Roth.

» Read entire article.
 

Obama Challenges Republicans to Raise Taxes to Cut Debt
Published in Advisor One, written by Marlene Y. Satter. President Barack Obama on Wednesday called for tax hikes as part of the deal needed to negotiate a deal to raise the debt ceiling. In particular, he called for an increase on levies for wealthy CEOs and hedge fund managers, whose taxes, he said, are “lower than they’ve been since the 1950s.”

» Read entire article.
 

New bank charges for copies of checks, written by Karin Price. My bank was taken over by another bank, and I just received my first checking account statement from the new bank. I used to get copies of the fronts of my checks but the new bank gives only the check numbers. Because I normally itemize our income taxes, will this present a problem for me with the IRS if I get audited? The new bank charges for copies of checks and it could get expensive. Would it be better to get a checkbook in which there were carbons? We use a desk checkbook so we can’t easily misplace it.

» Read entire article.
 

How to deal with net losses in a decedent's estate, written by Karin Price Muller for the Star-Ledger. I am executor and sole heir of my father’s estate. The estate assets included mutual funds that lost $30,000 (22 percent) of value from the date of his death and their sale. The estate trust has no income and will not benefit from this capital loss. Is it possible for me allocate this capital loss to my individual return so I can benefit from the unused capital loss carryover?

» Read entire article.
 
CPAs Respond to FP Report, online at smartpros.com, written by Melissa Klein. Bernard Kiely, a CPA and CFP at Kiely Capital Management Inc. in Morristown, N.J, says insufficient knowledge is one of the primary reasons many CPAs don't get into financial planning. While some members of the CPA community "claim that CPAs are uniquely qualified to offer financial planning services by virtue of their education and experience," Kiely said. "It's not true."

» Read entire article.
 
  In Portfolio Management Software, One Size Does Not Fit All, published in Accounting Today, written by Donald Jay Korn. Indees, advisors such as Bernard Kiely, a CPA and financial planner in Morristown, N.J., have chosen Centerpiece. How did Kiely decide which portfolio management software program would offer the necessary growth opportunity?

» Read entire article.
   
       
 
Phone: 973-455-1894 | 51 Dumont Place, Morristown, NJ 07960 | Get directions!
©2010 Kiely Capital Management Inc. All rights reserved.
Website Design and Website Development by VIP Solutions.biz