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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 lost $7,000 in an IRS scam. I'm wondering if there is any way I can take a deduction for it? -- Scammed

A. We're sorry to hear you fell for this scam.

You may be able to take a deduction, but it will depend on your income level and your total amount of losses for th...

You may be able to use early withdrawals from retirement accounts, without penalty, under certain circumstances. (ronmerk/morguefile.com)

Q. I read your article "Tapping 401(K) if you're unemployed" about using an IRS rule called 72-t to take money out early. I'll turn...

If you've been unhappy with your employer's health plan offerings, you're not alone. But if you have a high deductible plan, your employer probably offers a chance for you to save on taxes. We're talking about health savings accounts, or HSAs.

HSAs are tax-advantaged me...

Why it's dangerous to market time with your long-term investments. (svklimkin/morguefile.com)

Q. With all the Trump turmoil, what international investments should I avoid? And which should I buy?
-- Looking for opportunity

A. Ah yes. Something in the new cycle is making...

If you make large noncash donations, do your homework.(earl/morguefile.com)

Q. I want to give away my china and crystal. The pieces sell for a high price on the reseller websites, but those same sites offer to buy the pieces for maybe a quarter of that price. If I donat...

How you can get back what you pay for the "exit tax."(MichaelKirsch/morguefile.com)

Q. In June 2016 I sold my home in New Jersey while residing in Delaware. The home was purchased in 2004 and we moved in 2007. The "exit tax" withheld $10,000. Can this be reclaimed when...

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