Broker Check
Surprise! You’ve Got Money! 18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit

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. Our office in Wheaton (accounting and wealth management) primarily service the greater Chicago counties of DuPage, Will, Kane, Cook, Kendall, McHenry,  DeKalb, and the entire Las Vegas area. 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.

Helpful Content

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

 

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos arrow