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.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Understanding the economy's cycles can help put current business conditions in better perspective.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
A quick look at how federal income taxes work.
Taking regular, periodic withdrawals during retirement can be quite problematic.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
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.
What does your home really cost?
Learn how to harness the power of compound interest for your investments.
Are you ready for retirement? Here are five words you should consider.
The decision whether to buy or rent a home may have long-term implications.