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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Do your insurance needs stay the same when the nest empties?
Five strategies for managing your student debt.
There’s a link between debt and stress.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Gaining a better understanding of municipal bonds makes more sense than ever.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, cracking the code on bonds.
$1 million in a diversified portfolio could help finance part of your retirement.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What are your options for investing in emerging markets?