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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
There are things about Social Security that might surprise you.
A few strategies that may help you prepare for the cost of higher education.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
This calculator may help you estimate how long funds may last given regular withdrawals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Have you explored all of your choices when it comes to managing your taxable income?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?