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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
How long does a $20 bill last?
Understanding the economy's cycles can help put current business conditions in better perspective.
There are ways to improve your physical fitness without denting your fiscal fitness.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Military families face unique challenges, making personal finance even more critical.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential capital gains taxes due on your transactions.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much you have the potential to earn during your working years.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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.
Are you ready for retirement? Here are five words you should consider.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here are five facts about Social Security that might surprise you.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
There are nearly 1,200 ETFs available. Should you invest in them?
$1 million in a diversified portfolio could help finance part of your retirement.