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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do your insurance needs stay the same when the nest empties?
Here are 4 great, and sometimes unexpected, places to raise a family.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Here is a quick history of the Federal Reserve and an overview of what it does.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
What if instead of buying that vacation home, you invested the money?