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.
The Rule of 72
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.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
A change in your mindset during retirement may drive changes to your portfolio.
Lifestyle considerations in creating your retirement portfolio.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
As our nation ages, many Americans are turning their attention to caring for aging parents.
When to start? Should I continue to work? How can I maximize my benefit?
For many, retirement includes contributing their time and talents to an organization in need.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A bucket plan can help you be better prepared for a comfortable retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Why are 401(k) plans, annuities, and IRAs so popular?
If you died, what would happen to your email archives, social profiles and online accounts?