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.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Smart investors take the time to separate emotion from fact.
A bucket plan can help you be better prepared for a comfortable retirement.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
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.
Recent changes in estate tax laws could affect the strategy you have in place.
There are nearly 1,200 ETFs available. Should you invest in them?