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Phone: 973-455-1894 | 51 Dumont Place, Morristown, NJ 07960 | Get directions!

Kiely Capital Management offers financial planning and investment advice. Serving Central and Northern New Jersey, Yvonne and Bernard (Bernie) Kiely provide over 25 years of experience offering discretionary asset management, retirement planning and income tax preparation. KCM is registered with the State of New Jersey as a Registered Investment Advisor.


“The only thing we sell is good advice.”

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Q. I have some inherited funds with Morgan Stanley managed with an asset management fee, and I have my own investment accounts with Bank of America. I'm planning to move all the accounts to one institution. Would it be better to split it between two different firms lik...

Understanding the inheritance tax consequences of selling a home before the owner dies. (bobby/morguefile.com)

Q. I am power of attorney and sole beneficiary for my uncle who has advanced dementia. He lives in a New Jersey state run veteran's nursing home but still owns...

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How does N.J. tax these retirement distributions?

March 27, 2020

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