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.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding how capital gains are taxed may help you refine your investment strategies.
How to help determine life insurance needs to provide for your family after you pass away.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work in 2012 to pay federal tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
This calculator can help you estimate how much you may need to save for retirement.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A bucket plan can help you be better prepared for a comfortable retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
There’s an alarming difference between perception and reality for current and future retirees.
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.