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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
How long does a $20 bill last?
Here are five facts about Social Security that are important to keep in mind.
An inside look at how marginal income tax brackets work.
It may help your business be better prepared in the event of the death of a principal or key employee.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
What are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Why are 401(k) plans, annuities, and IRAs so popular?