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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

Can Election Results Predict the Market?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

 

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Surprises

Making the most of surprises is a great reason to work with us.

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