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. Our office in Wheaton (accounting and wealth management) primarily service the greater Chicago counties of DuPage, Will, Kane, Cook, Kendall, McHenry, DeKalb, and the entire Las Vegas area. 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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The History of Retirement
Do you know where the idea of “retirement” comes from?
There are common mistakes you can avoid when saving for retirement.
Understanding the value of a home warranty.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The decision whether to buy or rent a home may have long-term implications.
What if instead of buying that vacation home, you invested the money?
The market is as unpredictable as the weather. We’d love to help you prepare.
Smart investors take the time to separate emotion from fact.