Cathy Marshall
Should I consider a reverse mortgage for our retirement home?
By Karin Price Mueller | NJMoneyHelp.com for NJ.com Q. My wife and I are looking to purchase a condo which would be our retirement home. We would be selling the home we live in now, which unfortunately still has a considerable mortgage balance — not so much equity. Is a reverse mortgage something we could use here? Pros and cons? — Considering A. There’s a lot to take in to make sure you understand how a reverse mortgage could work. As you know, with a traditional mortgage, a
Cathy Marshall
How should I pay tax on a Roth IRA conversion?
By Karin Price Mueller | NJ Advance Media for NJ.com Q. I have read that, unless you have available cash to pay the taxes on the Roth IRA conversion, it doesn’t make sense to convert. Is this true and are there any circumstances when it might make sense or be acceptable to pay the taxes from the IRA itself? — Investor A. Let’s take a closer look at converting a traditional IRA to a Roth IRA. When you convert, you are voluntarily paying the income taxes on your IRA now so it w


Cathy Marshall
Bernard Kiely Celebrated for Dedication to the Field of Finance
Mr. Kiely lends years of professional expertise to his work with Kiely Capital Management MORRISTOWN, NJ, October 05, 2021 /24-7PressRelease/ -- Bernard Kiely has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process. Backed