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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.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Retirees traveling abroad need to know that their health insurance travels with them.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Without your knowing, your investment portfolio could be off-kilter.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a few things to consider when buying or leasing your next vehicle.
A bucket plan can help you be better prepared for a comfortable retirement.
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.
When you retire, how will you treat your next chapter?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What are your options for investing in emerging markets?