At Jonlyn & Associates, Inc. we work hard to build relationships that last a lifetime.
In this new website you will find a wealth of information in the form of educational videos, newsletters articles, calculators and research reports to assist you in making informed decisions.
The wealth management firm of Jonlyn & Associates, started in 1991 by John V. Pezzullo CPA, has grown today to eight professionals, comprised of CPA’s, EA’s, Financial Planners, Investment Advisors and Bookkeepers, each offering top-notch credentials and experience. Offices in Wheaton (accounting and wealth management) and Bolingbrook (accounting and wealth management) primarily service the greater Chicago counties of DuPage, Will, Kane, Cook, Kendall, McHenry and DeKalb. The service does not stop at the state border, as we have clientele throughout the United States.
From individual retirement plans, 401K plans and rollovers through insurance needs including long term care to accounting and multi state income taxes, the team at Jonlyn and Associates can assist you with all of your wealth management needs and education. The Jonlyn team offers a strategic approach to helping clients pursue their goals and devises individual solutions to meet your personal needs.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How long does a $20 bill last?
Bonds may outperform stocks one year only to have stocks rebound the next.
A look inside the U.S. government's statistics on household net worth.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
For many, retirement includes contributing their time and talents to an organization in need.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
What are your options for investing in emerging markets?
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Three things to consider before dipping into retirement savings to pay for college.