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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.”

©2018 Kiely Capital Management Inc. All rights reserved.

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Q. I turn 62 in March 2020. My pension before taxes and health insurance is $1,509 per month. I will be collecting $1,500 a month from Social Security when I turn 62. How much in state taxes am I required to pay? I think I’m eligible for the pension exclusion. I have n...

When you sell a home, you may face capital gains taxes on any profit from the sale.

A new bill would eliminate those taxes completely if the homeowner invests the proceeds in a Roth IRA.

The Senior Housing Improvement and Retirement Accounts (IRA) Act would do away with...

Q. Are there investing opportunities because of the new trade deals? Mexico and Canada, China, whatever is happening with the EU?

— Investor

A. Investing internationally is a great diversifier for your portfolio.

We don’t suggest you make bets based on what you hear in th...

January 6, 2020

Q. I am a 74-year-old retired widow with no children. I own a modest home worth approximately $120,000. Can I get some basic information about reverse mortgages and if it might be beneficial for me to consider?

— Senior

A. Let’s go over the basics and how a reverse mortg...

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How does N.J. tax these retirement distributions?

March 27, 2020

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